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 | $121,712 | $109,413+11.2% | $156,263-22.1% | $84,808+43.5% |
| Participation rate | 79.1% | 72.7%+6.4pp | 78.9%+0.2pp | 68.3%+10.8pp |
| Annual return | 17.19% | 20.18%-3.0pp | 59.47%-42.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,377 | $2,907+16.2% | $4,333-22.1% | $2,631+28.4% |
| Participant deferral / active EE | $8,013 | $4,590+74.6% | $6,158+30.1% | $4,212+90.3% |
| Admin fee / account holder | $3,208 | $9,357-65.7% | $14,255-77.5% | $7,344-56.3% |