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 | $104,911 | $109,359-4.1% | $162,163-35.3% | $72,985+43.7% |
| Participation rate | 91.9% | 84.3%+7.6pp | 87.6%+4.3pp | 69.5%+22.4pp |
| Annual return | 22.47% | 25.46%-3.0pp | 115.59%-93.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $4,385 | $3,907+12.2% | $5,614-21.9% | $2,440+79.7% |
| Participant deferral / active EE | $5,278 | $5,481-3.7% | $7,298-27.7% | $3,607+46.3% |
| Admin fee / account holder | $1,010 | $7,972-87.3% | $10,843-90.7% | $5,124-80.3% |