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 | $83,659 | $72,277+15.7% | $101,248-17.4% | $79,858+4.8% |
| Participation rate | 81.6% | 68.5%+13.2pp | 75.8%+5.8pp | 69.6%+12.0pp |
| Annual return | 10.88% | 22.30%-11.4pp | 46.47%-35.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $2,346 | $2,692-12.9% | $3,660-35.9% | $2,471-5.1% |
| Participant deferral / active EE | $3,330 | $3,282+1.5% | $4,370-23.8% | $3,740-11.0% |
| Admin fee / account holder | $2,689 | $4,400-38.9% | $5,945-54.8% | $5,306-49.3% |