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 | $95,803+21.5% | $113,168+2.8% | $84,808+37.2% |
| Participation rate | 73.2% | 72.9%+0.3pp | 76.6%-3.4pp | 68.3%+4.9pp |
| Annual return | 13.36% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,311 | $2,360-2.1% | $2,975-22.3% | $2,631-12.2% |
| Participant deferral / active EE | $4,627 | $4,242+9.1% | $5,107-9.4% | $4,212+9.9% |
| Admin fee / account holder | $17,062 | $8,989+89.8% | $12,068+41.4% | $7,344+132.3% |