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 | $113,565 | $101,763+11.6% | $164,866-31.1% | $80,874+40.4% |
| Participation rate | 82.0% | 71.8%+10.2pp | 78.6%+3.4pp | 67.6%+14.4pp |
| Annual return | 11.78% | 16.73%-4.9pp | 69.97%-58.2pp | 35.62%-23.8pp |
| Employer contribution / active EE | $2,551 | $2,954-13.7% | $4,343-41.3% | $2,756-7.4% |
| Participant deferral / active EE | $5,261 | $4,477+17.5% | $6,033-12.8% | $4,297+22.4% |
| Admin fee / account holder | $6,626 | $8,228-19.5% | $12,689-47.8% | $6,935-4.5% |