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 | $121,448 | $109,413+11.0% | $156,263-22.3% | $84,808+43.2% |
| Participation rate | 88.1% | 72.7%+15.4pp | 78.9%+9.2pp | 68.3%+19.8pp |
| Annual return | 15.76% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,640 | $2,907-9.2% | $4,333-39.1% | $2,631+0.3% |
| Participant deferral / active EE | $8,046 | $4,590+75.3% | $6,158+30.7% | $4,212+91.0% |
| Admin fee / account holder | $4,150 | $9,357-55.6% | $14,255-70.9% | $7,344-43.5% |