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 | $100,685 | $87,013+15.7% | $106,213-5.2% | $80,856+24.5% |
| Participation rate | 75.7% | 70.4%+5.2pp | 75.3%+0.4pp | 67.6%+8.0pp |
| Annual return | 10.77% | 17.05%-6.3pp | 116.14%-105.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,195 | $2,395-50.1% | $3,171-62.3% | $2,755-56.6% |
| Participant deferral / active EE | $3,516 | $3,986-11.8% | $5,016-29.9% | $4,296-18.2% |
| Admin fee / account holder | $43,973 | $8,431+421.5% | $11,033+298.6% | $6,918+535.6% |