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 | $121,141 | $106,749+13.5% | $145,433-16.7% | $82,448+46.9% |
| Participation rate | 81.8% | 75.6%+6.2pp | 82.1%-0.3pp | 68.1%+13.8pp |
| Annual return | 21.47% | 27.59%-6.1pp | 66.58%-45.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $3,817 | $3,444+10.8% | $4,554-16.2% | $2,551+49.6% |
| Participant deferral / active EE | $9,839 | $6,519+50.9% | $7,897+24.6% | $4,139+137.7% |
| Admin fee / account holder | $3,369 | $8,390-59.8% | $13,129-74.3% | $7,234-53.4% |