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 | $120,051 | $95,453+25.8% | $112,040+7.1% | $82,448+45.6% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.5%+16.8pp | 68.1%+25.3pp |
| Annual return | 12.73% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,442 | $2,318+5.3% | $2,954-17.3% | $2,551-4.3% |
| Participant deferral / active EE | $3,380 | $4,224-20.0% | $5,098-33.7% | $4,139-18.3% |
| Admin fee / account holder | $5,886 | $9,013-34.7% | $12,098-51.3% | $7,234-18.6% |