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 | $104,580 | $93,571+11.8% | $135,903-23.0% | $75,163+39.1% |
| Participation rate | 86.4% | 75.2%+11.2pp | 81.9%+4.5pp | 67.2%+19.2pp |
| Annual return | 19.54% | 30.90%-11.4pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,546 | $3,537-28.0% | $4,856-47.6% | $2,670-4.6% |
| Participant deferral / active EE | $5,856 | $6,404-8.6% | $7,758-24.5% | $4,125+42.0% |
| Admin fee / account holder | $7,102 | $6,975+1.8% | $10,762-34.0% | $5,651+25.7% |