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 | $106,719 | $109,413-2.5% | $156,263-31.7% | $84,808+25.8% |
| Participation rate | 93.3% | 72.7%+20.6pp | 78.9%+14.4pp | 68.3%+25.0pp |
| Annual return | 16.75% | 20.18%-3.4pp | 59.47%-42.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $7,633 | $2,907+162.6% | $4,333+76.2% | $2,631+190.1% |
| Participant deferral / active EE | $4,143 | $4,590-9.7% | $6,158-32.7% | $4,212-1.6% |
| Admin fee / account holder | $8,548 | $9,357-8.6% | $14,255-40.0% | $7,344+16.4% |