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 | $122,546 | $109,413+12.0% | $156,263-21.6% | $84,808+44.5% |
| Participation rate | 84.4% | 72.7%+11.8pp | 78.9%+5.5pp | 68.3%+16.1pp |
| Annual return | 16.97% | 20.18%-3.2pp | 59.47%-42.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,524 | $2,907-47.6% | $4,333-64.8% | $2,631-42.1% |
| Participant deferral / active EE | $5,843 | $4,590+27.3% | $6,158-5.1% | $4,212+38.7% |
| Admin fee / account holder | $7,933 | $9,357-15.2% | $14,255-44.3% | $7,344+8.0% |