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 | $108,758 | $89,753+21.2% | $107,525+1.1% | $84,808+28.2% |
| Participation rate | 72.9% | 68.1%+4.9pp | 75.1%-2.2pp | 68.3%+4.6pp |
| Annual return | 23.91% | 29.48%-5.6pp | 181.32%-157.4pp | 40.90%-17.0pp |
| Employer contribution / active EE | $2,748 | $3,113-11.7% | $3,754-26.8% | $2,631+4.4% |
| Participant deferral / active EE | $6,433 | $4,056+58.6% | $5,116+25.8% | $4,212+52.7% |
| Admin fee / account holder | $1,928 | $7,222-73.3% | $8,919-78.4% | $7,344-73.7% |