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 | $107,271 | $109,413-2.0% | $156,263-31.4% | $84,808+26.5% |
| Participation rate | 82.5% | 72.7%+9.8pp | 78.9%+3.5pp | 68.3%+14.1pp |
| Annual return | 15.81% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,971 | $2,907-32.2% | $4,333-54.5% | $2,631-25.1% |
| Participant deferral / active EE | $4,021 | $4,590-12.4% | $6,158-34.7% | $4,212-4.5% |
| Admin fee / account holder | $6,285 | $9,357-32.8% | $14,255-55.9% | $7,344-14.4% |