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 | $105,610 | $154,228-31.5% | $145,433-27.4% | $137,256-23.1% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 18.19% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,151 | $4,804-34.4% | $4,554-30.8% | $4,156-24.2% |
| Participant deferral / active EE | $7,995 | $8,216-2.7% | $7,897+1.2% | $6,407+24.8% |
| Admin fee / account holder | $16,934 | $14,344+18.1% | $13,129+29.0% | $12,270+38.0% |