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 7-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 | $102,024 | $95,803+6.5% | $113,168-9.8% | $84,808+20.3% |
| Participation rate | 74.2% | 72.9%+1.3pp | 76.6%-2.4pp | 68.3%+5.9pp |
| Annual return | 18.53% | 25.00%-6.5pp | 24.27%-5.7pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,127 | $2,360-9.9% | $2,975-28.5% | $2,631-19.2% |
| Participant deferral / active EE | $3,998 | $4,242-5.8% | $5,107-21.7% | $4,212-5.1% |
| Admin fee / account holder | $6,526 | $8,989-27.4% | $12,068-45.9% | $7,344-11.1% |