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 | $116,360 | $95,453+21.9% | $112,040+3.9% | $82,448+41.1% |
| Participation rate | 73.2% | 72.8%+0.5pp | 76.5%-3.3pp | 68.1%+5.1pp |
| Annual return | 13.36% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,311 | $2,318-0.3% | $2,954-21.8% | $2,551-9.4% |
| Participant deferral / active EE | $4,627 | $4,224+9.5% | $5,098-9.2% | $4,139+11.8% |
| Admin fee / account holder | $17,062 | $9,013+89.3% | $12,098+41.0% | $7,234+135.8% |