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 | $124,352 | $109,413+13.7% | $156,263-20.4% | $84,808+46.6% |
| Participation rate | 97.1% | 72.7%+24.4pp | 78.9%+18.2pp | 68.3%+28.8pp |
| Annual return | 17.65% | 20.18%-2.5pp | 59.47%-41.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,709 | $2,907-6.8% | $4,333-37.5% | $2,631+2.9% |
| Participant deferral / active EE | $6,429 | $4,590+40.1% | $6,158+4.4% | $4,212+52.7% |
| Admin fee / account holder | $4,199 | $9,357-55.1% | $14,255-70.5% | $7,344-42.8% |