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 | $95,803+12.5% | $113,168-4.8% | $84,808+27.1% |
| Participation rate | 78.5% | 72.9%+5.6pp | 76.6%+1.9pp | 68.3%+10.2pp |
| Annual return | 12.73% | 25.00%-12.3pp | 24.27%-11.5pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,277 | $2,360-45.9% | $2,975-57.1% | $2,631-51.5% |
| Participant deferral / active EE | $5,816 | $4,242+37.1% | $5,107+13.9% | $4,212+38.1% |
| Admin fee / account holder | $4,450 | $8,989-50.5% | $12,068-63.1% | $7,344-39.4% |