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 | $106,214 | $95,453+11.3% | $112,040-5.2% | $82,448+28.8% |
| Participation rate | 95.0% | 72.8%+22.2pp | 76.5%+18.5pp | 68.1%+26.9pp |
| Annual return | 14.74% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,069 | $2,318+32.4% | $2,954+3.9% | $2,551+20.3% |
| Participant deferral / active EE | $4,464 | $4,224+5.7% | $5,098-12.4% | $4,139+7.9% |
| Admin fee / account holder | $7,267 | $9,013-19.4% | $12,098-39.9% | $7,234+0.5% |