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 | $117,550 | $102,245+15.0% | $89,340+31.6% | $137,256-14.4% |
| Participation rate | 76.5% | 74.9%+1.6pp | 69.6%+6.9pp | 80.0%-3.5pp |
| Annual return | 15.45% | 21.89%-6.4pp | 20.57%-5.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,842 | $2,529+12.4% | $2,231+27.4% | $4,156-31.6% |
| Participant deferral / active EE | $3,700 | $4,436-16.6% | $3,823-3.2% | $6,407-42.3% |
| Admin fee / account holder | $5,474 | $8,085-32.3% | $6,704-18.3% | $12,270-55.4% |