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 | $115,530 | $109,881+5.1% | $150,045-23.0% | $84,808+36.2% |
| Participation rate | 87.9% | 76.1%+11.8pp | 82.3%+5.6pp | 68.3%+19.6pp |
| Annual return | 19.57% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,000 | $3,561-15.8% | $4,693-36.1% | $2,631+14.0% |
| Participant deferral / active EE | $6,146 | $6,636-7.4% | $7,997-23.1% | $4,212+45.9% |
| Admin fee / account holder | $4,138 | $8,568-51.7% | $13,435-69.2% | $7,344-43.6% |