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 | $99,056 | $93,571+5.9% | $135,903-27.1% | $75,163+31.8% |
| Participation rate | 85.2% | 75.2%+10.0pp | 81.9%+3.3pp | 67.2%+18.0pp |
| Annual return | 18.21% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,753 | $3,537-50.4% | $4,856-63.9% | $2,670-34.3% |
| Participant deferral / active EE | $4,541 | $6,404-29.1% | $7,758-41.5% | $4,125+10.1% |
| Admin fee / account holder | $5,963 | $6,975-14.5% | $10,762-44.6% | $5,651+5.5% |