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 | $97,942 | $95,803+2.2% | $113,168-13.5% | $84,808+15.5% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 12.93% | 25.00%-12.1pp | 24.27%-11.3pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,416 | $2,360+2.4% | $2,975-18.8% | $2,631-8.2% |
| Participant deferral / active EE | $4,401 | $4,242+3.7% | $5,107-13.8% | $4,212+4.5% |
| Admin fee / account holder | $12,512 | $8,989+39.2% | $12,068+3.7% | $7,344+70.4% |