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 | $97,455 | $95,803+1.7% | $113,168-13.9% | $84,808+14.9% |
| Participation rate | 74.1% | 72.9%+1.3pp | 76.6%-2.4pp | 68.3%+5.8pp |
| Annual return | 14.52% | 25.00%-10.5pp | 24.27%-9.7pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,667 | $2,360+97.8% | $2,975+56.9% | $2,631+77.4% |
| Participant deferral / active EE | $5,212 | $4,242+22.9% | $5,107+2.1% | $4,212+23.8% |
| Admin fee / account holder | $17,207 | $8,989+91.4% | $12,068+42.6% | $7,344+134.3% |