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 | $91,822 | $86,929+5.6% | $102,423-10.4% | $80,856+13.6% |
| Participation rate | 73.3% | 72.4%+0.9pp | 76.5%-3.2pp | 67.6%+5.6pp |
| Annual return | 12.18% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,679 | $2,369+13.1% | $3,023-11.4% | $2,755-2.7% |
| Participant deferral / active EE | $4,800 | $4,118+16.6% | $5,053-5.0% | $4,296+11.7% |
| Admin fee / account holder | $6,952 | $8,049-13.6% | $9,451-26.4% | $6,918+0.5% |