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 | $141,273 | $138,347+2.1% | $184,203-23.3% | $80,856+74.7% |
| Participation rate | 82.9% | 83.9%-0.9pp | 86.8%-3.9pp | 67.6%+15.3pp |
| Annual return | 12.56% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,544 | $4,850-47.5% | $6,427-60.4% | $2,755-7.6% |
| Participant deferral / active EE | $5,721 | $7,071-19.1% | $9,131-37.3% | $4,296+33.2% |
| Admin fee / account holder | $2,568 | $10,483-75.5% | $13,901-81.5% | $6,918-62.9% |