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 | $107,425 | $105,630+1.7% | $87,507+22.8% | $273,961-60.8% |
| Participation rate | 75.0% | 78.2%-3.2pp | 73.8%+1.2pp | 83.0%-8.0pp |
| Annual return | 8.29% | 12.25%-4.0pp | 12.21%-3.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,073 | $3,141-34.0% | $2,550-18.7% | $4,869-57.4% |
| Participant deferral / active EE | $4,622 | $3,601+28.4% | $3,149+46.8% | $5,287-12.6% |
| Admin fee / account holder | $2,912 | $4,781-39.1% | $4,221-31.0% | $10,132-71.3% |