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 | $123,351 | $109,881+12.3% | $150,045-17.8% | $84,808+45.4% |
| Participation rate | 98.2% | 76.1%+22.2pp | 82.3%+15.9pp | 68.3%+29.9pp |
| Annual return | 34.80% | 28.25%+6.5pp | 62.55%-27.8pp | 40.90%-6.1pp |
| Employer contribution / active EE | $1,341 | $3,561-62.4% | $4,693-71.4% | $2,631-49.0% |
| Participant deferral / active EE | $6,241 | $6,636-5.9% | $7,997-22.0% | $4,212+48.2% |
| Admin fee / account holder | $2,052 | $8,568-76.0% | $13,435-84.7% | $7,344-72.1% |