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 | $128,827 | $106,749+20.7% | $145,433-11.4% | $82,448+56.3% |
| Participation rate | 74.3% | 75.6%-1.4pp | 82.1%-7.8pp | 68.1%+6.2pp |
| Annual return | 18.72% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $3,501 | $3,444+1.7% | $4,554-23.1% | $2,551+37.3% |
| Participant deferral / active EE | $7,180 | $6,519+10.1% | $7,897-9.1% | $4,139+73.5% |
| Admin fee / account holder | $470 | $8,390-94.4% | $13,129-96.4% | $7,234-93.5% |