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 | $105,564 | $86,929+21.4% | $102,423+3.1% | $80,856+30.6% |
| Participation rate | 80.5% | 72.4%+8.1pp | 76.5%+4.0pp | 67.6%+12.8pp |
| Annual return | 11.00% | 18.88%-7.9pp | 29.32%-18.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,333 | $2,369-1.6% | $3,023-22.8% | $2,755-15.3% |
| Participant deferral / active EE | $4,489 | $4,118+9.0% | $5,053-11.2% | $4,296+4.5% |
| Admin fee / account holder | $12,757 | $8,049+58.5% | $9,451+35.0% | $6,918+84.4% |