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 | $107,791 | $95,453+12.9% | $112,040-3.8% | $82,448+30.7% |
| Participation rate | 78.5% | 72.8%+5.7pp | 76.5%+2.0pp | 68.1%+10.4pp |
| Annual return | 12.73% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,277 | $2,318-44.9% | $2,954-56.8% | $2,551-50.0% |
| Participant deferral / active EE | $5,816 | $4,224+37.7% | $5,098+14.1% | $4,139+40.5% |
| Admin fee / account holder | $4,450 | $9,013-50.6% | $12,098-63.2% | $7,234-38.5% |