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 | $107,963 | $94,031+14.8% | $115,768-6.7% | $82,448+30.9% |
| Participation rate | 75.6% | 70.4%+5.1pp | 74.4%+1.2pp | 68.1%+7.5pp |
| Annual return | 16.44% | 20.61%-4.2pp | 100.46%-84.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,424 | $2,323-38.7% | $2,940-51.6% | $2,551-44.2% |
| Participant deferral / active EE | $3,261 | $3,972-17.9% | $4,917-33.7% | $4,139-21.2% |
| Admin fee / account holder | $8,135 | $10,249-20.6% | $12,439-34.6% | $7,234+12.4% |