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 | $105,444 | $103,376+2.0% | $87,100+21.1% | $152,861-31.0% |
| Participation rate | 81.3% | 79.3%+1.9pp | 76.9%+4.4pp | 82.4%-1.2pp |
| Annual return | 21.86% | 28.10%-6.2pp | 28.19%-6.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,233 | $3,220-61.7% | $2,521-51.1% | $4,762-74.1% |
| Participant deferral / active EE | $4,462 | $4,778-6.6% | $4,049+10.2% | $5,850-23.7% |
| Admin fee / account holder | $3,820 | $12,205-68.7% | $7,497-49.0% | $11,596-67.1% |