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 | $96,124 | $95,803+0.3% | $113,168-15.1% | $84,808+13.3% |
| Participation rate | 73.7% | 72.9%+0.8pp | 76.6%-2.9pp | 68.3%+5.4pp |
| Annual return | 16.81% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,105 | $2,360-53.2% | $2,975-62.9% | $2,631-58.0% |
| Participant deferral / active EE | $5,526 | $4,242+30.3% | $5,107+8.2% | $4,212+31.2% |
| Admin fee / account holder | $1,117 | $8,989-87.6% | $12,068-90.7% | $7,344-84.8% |