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 | $105,426 | $95,803+10.0% | $113,168-6.8% | $84,808+24.3% |
| Participation rate | 78.1% | 72.9%+5.3pp | 76.6%+1.6pp | 68.3%+9.8pp |
| Annual return | 13.54% | 25.00%-11.5pp | 24.27%-10.7pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,360 | $2,3600% | $2,975-20.7% | $2,631-10.3% |
| Participant deferral / active EE | $4,393 | $4,242+3.6% | $5,107-14.0% | $4,212+4.3% |
| Admin fee / account holder | $2,720 | $8,989-69.7% | $12,068-77.5% | $7,344-63.0% |