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 | $112,415 | $109,413+2.7% | $156,263-28.1% | $84,808+32.6% |
| Participation rate | 80.5% | 72.7%+7.8pp | 78.9%+1.6pp | 68.3%+12.2pp |
| Annual return | 17.08% | 20.18%-3.1pp | 59.47%-42.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,794 | $2,907-3.9% | $4,333-35.5% | $2,631+6.2% |
| Participant deferral / active EE | $4,608 | $4,590+0.4% | $6,158-25.2% | $4,212+9.4% |
| Admin fee / account holder | $1,499 | $9,357-84.0% | $14,255-89.5% | $7,344-79.6% |