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 | $107,459 | $95,803+12.2% | $113,168-5.0% | $84,808+26.7% |
| Participation rate | 88.6% | 72.9%+15.7pp | 76.6%+12.0pp | 68.3%+20.3pp |
| Annual return | 15.58% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,742 | $2,360+16.2% | $2,975-7.8% | $2,631+4.2% |
| Participant deferral / active EE | $4,029 | $4,242-5.0% | $5,107-21.1% | $4,212-4.3% |
| Admin fee / account holder | $4,855 | $8,989-46.0% | $12,068-59.8% | $7,344-33.9% |