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 | $99,929 | $91,552+9.2% | $133,956-25.4% | $79,858+25.1% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 17.44% | 61.85%-44.4pp | 45.09%-27.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,983 | $2,384-16.8% | $3,919-49.4% | $2,471-19.7% |
| Participant deferral / active EE | $4,572 | $3,733+22.4% | $5,048-9.4% | $3,740+22.2% |
| Admin fee / account holder | $1,466 | $6,321-76.8% | $8,927-83.6% | $5,306-72.4% |