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 | $125,436 | $106,749+17.5% | $145,433-13.8% | $82,448+52.1% |
| Participation rate | 80.4% | 75.6%+4.7pp | 82.1%-1.7pp | 68.1%+12.3pp |
| Annual return | 14.66% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,184 | $3,444-7.6% | $4,554-30.1% | $2,551+24.8% |
| Participant deferral / active EE | $8,041 | $6,519+23.4% | $7,897+1.8% | $4,139+94.3% |
| Admin fee / account holder | $3,318 | $8,390-60.5% | $13,129-74.7% | $7,234-54.1% |