See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,130 | $106,749-1.5% | $145,433-27.7% | $82,448+27.5% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.5pp |
| Annual return | 27.27% | 27.59%-0.3pp | 66.58%-39.3pp | 41.64%-14.4pp |
| Employer contribution / active EE | $3,147 | $3,444-8.6% | $4,554-30.9% | $2,551+23.4% |
| Participant deferral / active EE | $16,103 | $6,519+147.0% | $7,897+103.9% | $4,139+289.0% |
| Admin fee / account holder | $25,255 | $8,390+201.0% | $13,129+92.4% | $7,234+249.1% |