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 | $107,711 | $94,625+13.8% | $116,228-7.3% | $84,808+27.0% |
| Participation rate | 79.2% | 70.4%+8.8pp | 74.6%+4.7pp | 68.3%+10.9pp |
| Annual return | 15.78% | 20.40%-4.6pp | 90.06%-74.3pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,481 | $2,347+5.7% | $2,994-17.2% | $2,631-5.7% |
| Participant deferral / active EE | $3,642 | $3,972-8.3% | $4,953-26.5% | $4,212-13.5% |
| Admin fee / account holder | $12,267 | $10,091+21.6% | $11,989+2.3% | $7,344+67.0% |