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 | $121,806 | $101,724+19.7% | $164,813-26.1% | $80,856+50.6% |
| Participation rate | 76.0% | 71.8%+4.2pp | 78.6%-2.6pp | 67.6%+8.4pp |
| Annual return | 13.89% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,301 | $2,953-22.1% | $4,341-47.0% | $2,755-16.5% |
| Participant deferral / active EE | $4,698 | $4,477+4.9% | $6,031-22.1% | $4,296+9.4% |
| Admin fee / account holder | $7,637 | $8,227-7.2% | $12,690-39.8% | $6,918+10.4% |