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 | $147,075 | $138,347+6.3% | $184,203-20.2% | $80,856+81.9% |
| Participation rate | 93.2% | 83.9%+9.3pp | 86.8%+6.4pp | 67.6%+25.5pp |
| Annual return | 13.99% | 20.02%-6.0pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,484 | $4,850-28.2% | $6,427-45.8% | $2,755+26.5% |
| Participant deferral / active EE | $7,862 | $7,071+11.2% | $9,131-13.9% | $4,296+83.0% |
| Admin fee / account holder | $6,164 | $10,483-41.2% | $13,901-55.7% | $6,918-10.9% |