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 | $113,080 | $95,453+18.5% | $112,040+0.9% | $82,448+37.2% |
| Participation rate | 85.2% | 72.8%+12.5pp | 76.5%+8.8pp | 68.1%+17.2pp |
| Annual return | 12.27% | 23.92%-11.6pp | 24.52%-12.2pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,668 | $2,318+15.1% | $2,954-9.7% | $2,551+4.6% |
| Participant deferral / active EE | $4,251 | $4,224+0.6% | $5,098-16.6% | $4,139+2.7% |
| Admin fee / account holder | $11,038 | $9,013+22.5% | $12,098-8.8% | $7,234+52.6% |