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 | $102,285 | $91,552+11.7% | $133,956-23.6% | $79,858+28.1% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.6%+7.3pp |
| Annual return | 16.56% | 61.85%-45.3pp | 45.09%-28.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,644 | $2,384-31.0% | $3,919-58.0% | $2,471-33.5% |
| Participant deferral / active EE | $2,720 | $3,733-27.1% | $5,048-46.1% | $3,740-27.3% |
| Admin fee / account holder | $2,617 | $6,321-58.6% | $8,927-70.7% | $5,306-50.7% |