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 | $108,823 | $106,515+2.2% | $96,683+12.6% | $139,434-22.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 11.17% | 38.43%-27.3pp | 35.69%-24.5pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,365 | $4,103-66.7% | $3,737-63.5% | $4,751-71.3% |
| Participant deferral / active EE | $1,761 | $5,454-67.7% | $4,878-63.9% | $6,710-73.8% |
| Admin fee / account holder | $3,735 | $7,877-52.6% | $6,730-44.5% | $11,403-67.2% |