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 | $118,437 | $109,881+7.8% | $150,045-21.1% | $84,808+39.7% |
| Participation rate | 78.0% | 76.1%+1.9pp | 82.3%-4.4pp | 68.3%+9.7pp |
| Annual return | 15.49% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,971 | $3,561-16.6% | $4,693-36.7% | $2,631+12.9% |
| Participant deferral / active EE | $7,420 | $6,636+11.8% | $7,997-7.2% | $4,212+76.2% |
| Admin fee / account holder | $3,430 | $8,568-60.0% | $13,435-74.5% | $7,344-53.3% |