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 | $105,516 | $95,803+10.1% | $113,168-6.8% | $84,808+24.4% |
| Participation rate | 89.6% | 72.9%+16.7pp | 76.6%+13.0pp | 68.3%+21.3pp |
| Annual return | 12.46% | 25.00%-12.5pp | 24.27%-11.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,213 | $2,360-48.6% | $2,975-59.2% | $2,631-53.9% |
| Participant deferral / active EE | $3,195 | $4,242-24.7% | $5,107-37.4% | $4,212-24.1% |
| Admin fee / account holder | $9,959 | $8,989+10.8% | $12,068-17.5% | $7,344+35.6% |