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 | $118,545 | $91,552+29.5% | $133,956-11.5% | $79,858+48.4% |
| Participation rate | 80.2% | 73.3%+6.9pp | 79.8%+0.4pp | 69.6%+10.6pp |
| Annual return | 15.42% | 61.85%-46.4pp | 45.09%-29.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,172 | $2,384-8.9% | $3,919-44.6% | $2,471-12.1% |
| Participant deferral / active EE | $4,097 | $3,733+9.8% | $5,048-18.8% | $3,740+9.6% |
| Admin fee / account holder | $6,780 | $6,321+7.3% | $8,927-24.1% | $5,306+27.8% |