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 | $122,056 | $91,552+33.3% | $133,956-8.9% | $79,858+52.8% |
| Participation rate | 74.1% | 73.3%+0.8pp | 79.8%-5.7pp | 69.6%+4.5pp |
| Annual return | 13.54% | 61.85%-48.3pp | 45.09%-31.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,368 | $2,384-42.6% | $3,919-65.1% | $2,471-44.6% |
| Participant deferral / active EE | $3,779 | $3,733+1.2% | $5,048-25.1% | $3,740+1.0% |
| Admin fee / account holder | $2,263 | $6,321-64.2% | $8,927-74.6% | $5,306-57.3% |