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 | $100,447 | $91,552+9.7% | $133,956-25.0% | $79,858+25.8% |
| Participation rate | 75.9% | 73.3%+2.6pp | 79.8%-3.9pp | 69.6%+6.3pp |
| Annual return | 16.16% | 61.85%-45.7pp | 45.09%-28.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,414 | $2,384+1.3% | $3,919-38.4% | $2,471-2.3% |
| Participant deferral / active EE | $5,107 | $3,733+36.8% | $5,048+1.2% | $3,740+36.5% |
| Admin fee / account holder | $7,386 | $6,321+16.8% | $8,927-17.3% | $5,306+39.2% |