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 | $101,136 | $95,803+5.6% | $113,168-10.6% | $84,808+19.3% |
| Participation rate | 74.1% | 72.9%+1.2pp | 76.6%-2.5pp | 68.3%+5.8pp |
| Annual return | 13.06% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $6,606 | $2,360+179.9% | $2,975+122.0% | $2,631+151.1% |
| Participant deferral / active EE | $2,923 | $4,242-31.1% | $5,107-42.8% | $4,212-30.6% |
| Admin fee / account holder | $12,135 | $8,989+35.0% | $12,068+0.6% | $7,344+65.2% |