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 | $117,166 | $109,413+7.1% | $156,263-25.0% | $84,808+38.2% |
| Participation rate | 73.8% | 72.7%+1.1pp | 78.9%-5.1pp | 68.3%+5.5pp |
| Annual return | 17.41% | 20.18%-2.8pp | 59.47%-42.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,190 | $2,907+9.8% | $4,333-26.4% | $2,631+21.3% |
| Participant deferral / active EE | $5,758 | $4,590+25.5% | $6,158-6.5% | $4,212+36.7% |
| Admin fee / account holder | $4,419 | $9,357-52.8% | $14,255-69.0% | $7,344-39.8% |