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 | $143,402 | $138,562+3.5% | $246,525-41.8% | $116,875+22.7% |
| Participation rate | 73.8% | 72.8%+1.0pp | 82.0%-8.2pp | 74.5%-0.8pp |
| Annual return | 12.02% | 16.14%-4.1pp | 0.46%+11.6pp | 16.29%-4.3pp |
| Employer contribution / active EE | $1,633 | $4,835-66.2% | $7,467-78.1% | $3,288-50.3% |
| Participant deferral / active EE | $4,861 | $4,207+15.6% | $5,422-10.3% | $3,885+25.1% |
| Admin fee / account holder | $17,676 | $18,110-2.4% | $16,551+6.8% | $12,263+44.1% |