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 | $106,902 | $96,484+10.8% | $156,263-31.6% | $74,304+43.9% |
| Participation rate | 80.9% | 67.7%+13.2pp | 78.9%+2.0pp | 60.3%+20.6pp |
| Annual return | 13.74% | 17.73%-4.0pp | 59.47%-45.7pp | 29.43%-15.7pp |
| Employer contribution / active EE | $2,355 | $2,528-6.9% | $4,333-45.6% | $2,241+5.1% |
| Participant deferral / active EE | $4,042 | $4,286-5.7% | $6,158-34.4% | $3,767+7.3% |
| Admin fee / account holder | $3,721 | $3,728-0.2% | $14,255-73.9% | $2,969+25.3% |