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 | $108,744 | $89,753+21.2% | $107,525+1.1% | $84,808+28.2% |
| Participation rate | 71.1% | 68.1%+3.1pp | 75.1%-3.9pp | 68.3%+2.8pp |
| Annual return | 14.67% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,521 | $3,113-19.0% | $3,754-32.8% | $2,631-4.2% |
| Participant deferral / active EE | $5,022 | $4,056+23.8% | $5,116-1.8% | $4,212+19.2% |
| Admin fee / account holder | $3,410 | $7,222-52.8% | $8,919-61.8% | $7,344-53.6% |