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 | $103,870 | $91,552+13.5% | $133,956-22.5% | $79,858+30.1% |
| Participation rate | 71.9% | 73.3%-1.5pp | 79.8%-8.0pp | 69.6%+2.2pp |
| Annual return | 15.78% | 61.85%-46.1pp | 45.09%-29.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,097 | $2,384-54.0% | $3,919-72.0% | $2,471-55.6% |
| Participant deferral / active EE | $3,079 | $3,733-17.5% | $5,048-39.0% | $3,740-17.7% |
| Admin fee / account holder | $7,610 | $6,321+20.4% | $8,927-14.8% | $5,306+43.4% |