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 | $117,828 | $109,413+7.7% | $156,263-24.6% | $84,808+38.9% |
| Participation rate | 93.3% | 72.7%+20.6pp | 78.9%+14.4pp | 68.3%+25.0pp |
| Annual return | 15.70% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,157 | $2,907+8.6% | $4,333-27.1% | $2,631+20.0% |
| Participant deferral / active EE | $5,496 | $4,590+19.7% | $6,158-10.8% | $4,212+30.5% |
| Admin fee / account holder | $3,340 | $9,357-64.3% | $14,255-76.6% | $7,344-54.5% |