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 | $140,979 | $127,065+11.0% | $113,168+24.6% | $142,382-1.0% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 12.52% | 24.03%-11.5pp | 24.27%-11.7pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,684 | $3,442-22.0% | $2,975-9.8% | $4,299-37.6% |
| Participant deferral / active EE | $4,605 | $5,716-19.4% | $5,107-9.8% | $6,507-29.2% |
| Admin fee / account holder | $12,639 | $15,736-19.7% | $12,068+4.7% | $12,624+0.1% |