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 | $108,825+7.7% | $156,181-25.0% | $82,448+42.1% |
| Participation rate | 73.8% | 72.4%+1.4pp | 78.8%-5.1pp | 68.1%+5.7pp |
| Annual return | 17.41% | 20.59%-3.2pp | 64.87%-47.5pp | 41.64%-24.2pp |
| Employer contribution / active EE | $3,190 | $2,870+11.2% | $4,294-25.7% | $2,551+25.1% |
| Participant deferral / active EE | $5,758 | $4,577+25.8% | $6,132-6.1% | $4,139+39.1% |
| Admin fee / account holder | $4,419 | $9,341-52.7% | $14,586-69.7% | $7,234-38.9% |