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 | $95,453+2.6% | $112,040-12.6% | $82,448+18.8% |
| Participation rate | 71.4% | 72.8%-1.3pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 12.93% | 23.92%-11.0pp | 24.52%-11.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,416 | $2,318+4.3% | $2,954-18.2% | $2,551-5.3% |
| Participant deferral / active EE | $4,401 | $4,224+4.2% | $5,098-13.7% | $4,139+6.3% |
| Admin fee / account holder | $12,512 | $9,013+38.8% | $12,098+3.4% | $7,234+73.0% |