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 | $105,440 | $95,803+10.1% | $113,168-6.8% | $84,808+24.3% |
| Participation rate | 88.7% | 72.9%+15.8pp | 76.6%+12.1pp | 68.3%+20.4pp |
| Annual return | 17.46% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,821 | $2,360-22.9% | $2,975-38.8% | $2,631-30.8% |
| Participant deferral / active EE | $4,815 | $4,242+13.5% | $5,107-5.7% | $4,212+14.3% |
| Admin fee / account holder | $3,648 | $8,989-59.4% | $12,068-69.8% | $7,344-50.3% |