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 | $130,393 | $109,881+18.7% | $150,045-13.1% | $84,808+53.8% |
| Participation rate | 81.5% | 76.1%+5.4pp | 82.3%-0.8pp | 68.3%+13.2pp |
| Annual return | 16.85% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,432 | $3,561-31.7% | $4,693-48.2% | $2,631-7.5% |
| Participant deferral / active EE | $7,040 | $6,636+6.1% | $7,997-12.0% | $4,212+67.2% |
| Admin fee / account holder | $3,038 | $8,568-64.5% | $13,435-77.4% | $7,344-58.6% |