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 | $134,358 | $109,881+22.3% | $150,045-10.5% | $84,808+58.4% |
| Participation rate | 70.3% | 76.1%-5.8pp | 82.3%-12.1pp | 68.3%+2.0pp |
| Annual return | 16.09% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,485 | $3,561-2.1% | $4,693-25.7% | $2,631+32.5% |
| Participant deferral / active EE | $7,469 | $6,636+12.6% | $7,997-6.6% | $4,212+77.3% |
| Admin fee / account holder | $15,570 | $8,568+81.7% | $13,435+15.9% | $7,344+112.0% |