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 | $110,053 | $109,413+0.6% | $156,263-29.6% | $84,808+29.8% |
| Participation rate | 74.1% | 72.7%+1.4pp | 78.9%-4.8pp | 68.3%+5.8pp |
| Annual return | 17.49% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,497 | $2,907-48.5% | $4,333-65.4% | $2,631-43.1% |
| Participant deferral / active EE | $5,075 | $4,590+10.6% | $6,158-17.6% | $4,212+20.5% |
| Admin fee / account holder | $867 | $9,357-90.7% | $14,255-93.9% | $7,344-88.2% |