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 | $125,509 | $123,793+1.4% | $177,821-29.4% | $79,858+57.2% |
| Participation rate | 97.5% | 84.7%+12.8pp | 87.7%+9.8pp | 69.6%+27.9pp |
| Annual return | 14.71% | 22.82%-8.1pp | 48.32%-33.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,995 | $4,095-26.9% | $5,918-49.4% | $2,471+21.2% |
| Participant deferral / active EE | $5,843 | $5,956-1.9% | $7,714-24.2% | $3,740+56.2% |
| Admin fee / account holder | $9,547 | $7,243+31.8% | $12,427-23.2% | $5,306+79.9% |