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 | $103,647 | $101,724+1.9% | $164,813-37.1% | $80,856+28.2% |
| Participation rate | 95.7% | 71.8%+23.9pp | 78.6%+17.1pp | 67.6%+28.1pp |
| Annual return | 10.62% | 16.72%-6.1pp | 69.93%-59.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,990 | $2,953+1.2% | $4,341-31.1% | $2,755+8.5% |
| Participant deferral / active EE | $6,407 | $4,477+43.1% | $6,031+6.2% | $4,296+49.2% |
| Admin fee / account holder | $3,035 | $8,227-63.1% | $12,690-76.1% | $6,918-56.1% |