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 | $109,993 | $109,413+0.5% | $156,263-29.6% | $84,808+29.7% |
| Participation rate | 98.1% | 72.7%+25.4pp | 78.9%+19.2pp | 68.3%+29.8pp |
| Annual return | 18.17% | 20.18%-2.0pp | 59.47%-41.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,922 | $2,907-33.9% | $4,333-55.7% | $2,631-27.0% |
| Participant deferral / active EE | $5,192 | $4,590+13.1% | $6,158-15.7% | $4,212+23.3% |
| Admin fee / account holder | $2,779 | $9,357-70.3% | $14,255-80.5% | $7,344-62.2% |