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 | $115,376 | $109,413+5.5% | $156,263-26.2% | $84,808+36.0% |
| Participation rate | 73.3% | 72.7%+0.6pp | 78.9%-5.6pp | 68.3%+5.0pp |
| Annual return | 19.72% | 20.18%-0.5pp | 59.47%-39.7pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,032 | $2,907-30.1% | $4,333-53.1% | $2,631-22.8% |
| Participant deferral / active EE | $4,921 | $4,590+7.2% | $6,158-20.1% | $4,212+16.8% |
| Admin fee / account holder | $3,196 | $9,357-65.8% | $14,255-77.6% | $7,344-56.5% |