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 | $106,165 | $101,724+4.4% | $164,813-35.6% | $80,856+31.3% |
| Participation rate | 95.2% | 71.8%+23.4pp | 78.6%+16.6pp | 67.6%+27.6pp |
| Annual return | 14.28% | 16.72%-2.4pp | 69.93%-55.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,071 | $2,953+4.0% | $4,341-29.2% | $2,755+11.5% |
| Participant deferral / active EE | $6,985 | $4,477+56.0% | $6,031+15.8% | $4,296+62.6% |
| Admin fee / account holder | $9,062 | $8,227+10.1% | $12,690-28.6% | $6,918+31.0% |