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 | $133,678 | $109,413+22.2% | $156,263-14.5% | $84,808+57.6% |
| Participation rate | 84.6% | 72.7%+11.9pp | 78.9%+5.7pp | 68.3%+16.3pp |
| Annual return | 12.82% | 20.18%-7.4pp | 59.47%-46.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $3,035 | $2,907+4.4% | $4,333-29.9% | $2,631+15.4% |
| Participant deferral / active EE | $7,245 | $4,590+57.9% | $6,158+17.6% | $4,212+72.0% |
| Admin fee / account holder | $4,409 | $9,357-52.9% | $14,255-69.1% | $7,344-40.0% |