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 | $97,203 | $95,803+1.5% | $113,168-14.1% | $84,808+14.6% |
| Participation rate | 81.2% | 72.9%+8.3pp | 76.6%+4.6pp | 68.3%+12.8pp |
| Annual return | 20.46% | 25.00%-4.5pp | 24.27%-3.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,576 | $2,360+9.2% | $2,975-13.4% | $2,631-2.1% |
| Participant deferral / active EE | $4,065 | $4,242-4.2% | $5,107-20.4% | $4,212-3.5% |
| Admin fee / account holder | $3,909 | $8,989-56.5% | $12,068-67.6% | $7,344-46.8% |