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 | $103,759 | $95,453+8.7% | $112,040-7.4% | $82,448+25.8% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.5%+10.7pp | 68.1%+19.1pp |
| Annual return | 16.89% | 23.92%-7.0pp | 24.52%-7.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,599 | $2,318+12.1% | $2,954-12.0% | $2,551+1.9% |
| Participant deferral / active EE | $8,708 | $4,224+106.2% | $5,098+70.8% | $4,139+110.4% |
| Admin fee / account holder | $4,264 | $9,013-52.7% | $12,098-64.8% | $7,234-41.1% |