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 | $82,236 | $80,968+1.6% | $96,544-14.8% | $75,163+9.4% |
| Participation rate | 79.5% | 71.8%+7.8pp | 76.0%+3.6pp | 67.2%+12.4pp |
| Annual return | 20.18% | 27.06%-6.9pp | 25.84%-5.7pp | 160.62%-140.4pp |
| Employer contribution / active EE | $2,095 | $2,282-8.2% | $2,965-29.3% | $2,670-21.5% |
| Participant deferral / active EE | $4,622 | $3,928+17.7% | $4,851-4.7% | $4,125+12.0% |
| Admin fee / account holder | $6,429 | $6,724-4.4% | $8,252-22.1% | $5,651+13.8% |