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 | $107,576 | $101,724+5.8% | $164,813-34.7% | $80,856+33.0% |
| Participation rate | 95.4% | 71.8%+23.6pp | 78.6%+16.8pp | 67.6%+27.7pp |
| Annual return | 31.41% | 16.72%+14.7pp | 69.93%-38.5pp | 35.59%-4.2pp |
| Employer contribution / active EE | $2,595 | $2,953-12.1% | $4,341-40.2% | $2,755-5.8% |
| Participant deferral / active EE | $4,799 | $4,477+7.2% | $6,031-20.4% | $4,296+11.7% |
| Admin fee / account holder | $1,188 | $8,227-85.6% | $12,690-90.6% | $6,918-82.8% |