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 | $120,666 | $109,881+9.8% | $150,045-19.6% | $84,808+42.3% |
| Participation rate | 83.7% | 76.1%+7.6pp | 82.3%+1.4pp | 68.3%+15.4pp |
| Annual return | 14.64% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,181 | $3,561-38.8% | $4,693-53.5% | $2,631-17.1% |
| Participant deferral / active EE | $10,248 | $6,636+54.4% | $7,997+28.1% | $4,212+143.3% |
| Admin fee / account holder | $9,773 | $8,568+14.1% | $13,435-27.3% | $7,344+33.1% |