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 | $123,138 | $109,359+12.6% | $162,163-24.1% | $72,985+68.7% |
| Participation rate | 76.3% | 84.3%-8.0pp | 87.6%-11.3pp | 69.5%+6.8pp |
| Annual return | 20.58% | 25.46%-4.9pp | 115.59%-95.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $3,267 | $3,907-16.4% | $5,614-41.8% | $2,440+33.9% |
| Participant deferral / active EE | $4,177 | $5,481-23.8% | $7,298-42.8% | $3,607+15.8% |
| Admin fee / account holder | $4,745 | $7,972-40.5% | $10,843-56.2% | $5,124-7.4% |