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 | $93,002 | $91,552+1.6% | $133,956-30.6% | $79,858+16.5% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 13.85% | 61.85%-48.0pp | 45.09%-31.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,799 | $2,384+17.4% | $3,919-28.6% | $2,471+13.3% |
| Participant deferral / active EE | $3,801 | $3,733+1.8% | $5,048-24.7% | $3,740+1.6% |
| Admin fee / account holder | $5,950 | $6,321-5.9% | $8,927-33.4% | $5,306+12.1% |