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 | $112,118 | $109,881+2.0% | $150,045-25.3% | $84,808+32.2% |
| Participation rate | 98.1% | 76.1%+22.0pp | 82.3%+15.8pp | 68.3%+29.8pp |
| Annual return | 18.58% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $4,629 | $3,561+30.0% | $4,693-1.4% | $2,631+75.9% |
| Participant deferral / active EE | $6,427 | $6,636-3.2% | $7,997-19.6% | $4,212+52.6% |
| Admin fee / account holder | $1,181 | $8,568-86.2% | $13,435-91.2% | $7,344-83.9% |