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 | $118,383 | $109,413+8.2% | $156,263-24.2% | $84,808+39.6% |
| Participation rate | 71.3% | 72.7%-1.4pp | 78.9%-7.7pp | 68.3%+2.9pp |
| Annual return | 16.03% | 20.18%-4.2pp | 59.47%-43.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,611 | $2,907-10.2% | $4,333-39.7% | $2,631-0.8% |
| Participant deferral / active EE | $6,265 | $4,590+36.5% | $6,158+1.7% | $4,212+48.8% |
| Admin fee / account holder | $12,488 | $9,357+33.5% | $14,255-12.4% | $7,344+70.0% |