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 | $107,741 | $93,571+15.1% | $135,903-20.7% | $75,163+43.3% |
| Participation rate | 71.7% | 75.2%-3.5pp | 81.9%-10.2pp | 67.2%+4.5pp |
| Annual return | 21.53% | 30.90%-9.4pp | 68.23%-46.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $2,940 | $3,537-16.9% | $4,856-39.5% | $2,670+10.1% |
| Participant deferral / active EE | $7,053 | $6,404+10.1% | $7,758-9.1% | $4,125+71.0% |
| Admin fee / account holder | $6,929 | $6,975-0.7% | $10,762-35.6% | $5,651+22.6% |