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 | $99,430 | $109,359-9.1% | $162,163-38.7% | $72,985+36.2% |
| Participation rate | 87.8% | 84.3%+3.6pp | 87.6%+0.3pp | 69.5%+18.3pp |
| Annual return | 30.17% | 25.46%+4.7pp | 115.59%-85.4pp | 81.00%-50.8pp |
| Employer contribution / active EE | $6,512 | $3,907+66.7% | $5,614+16.0% | $2,440+166.9% |
| Participant deferral / active EE | $5,781 | $5,481+5.5% | $7,298-20.8% | $3,607+60.3% |
| Admin fee / account holder | $4,923 | $7,972-38.2% | $10,843-54.6% | $5,124-3.9% |