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 | $125,255 | $109,413+14.5% | $156,263-19.8% | $84,808+47.7% |
| Participation rate | 79.4% | 72.7%+6.7pp | 78.9%+0.5pp | 68.3%+11.1pp |
| Annual return | 16.13% | 20.18%-4.0pp | 59.47%-43.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,232 | $2,907-23.2% | $4,333-48.5% | $2,631-15.2% |
| Participant deferral / active EE | $2,515 | $4,590-45.2% | $6,158-59.2% | $4,212-40.3% |
| Admin fee / account holder | $858 | $9,357-90.8% | $14,255-94.0% | $7,344-88.3% |