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 | $119,923 | $109,881+9.1% | $150,045-20.1% | $84,808+41.4% |
| Participation rate | 79.6% | 76.1%+3.5pp | 82.3%-2.7pp | 68.3%+11.3pp |
| Annual return | 21.03% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $3,925 | $3,561+10.2% | $4,693-16.4% | $2,631+49.2% |
| Participant deferral / active EE | $8,321 | $6,636+25.4% | $7,997+4.1% | $4,212+97.6% |
| Admin fee / account holder | $971 | $8,568-88.7% | $13,435-92.8% | $7,344-86.8% |