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 | $83,535 | $81,460+2.5% | $103,333-19.2% | $80,856+3.3% |
| Participation rate | 91.5% | 66.8%+24.7pp | 74.5%+17.0pp | 67.6%+23.9pp |
| Annual return | 22.88% | 25.55%-2.7pp | 24.88%-2.0pp | 35.59%-12.7pp |
| Employer contribution / active EE | $2,495 | $3,105-19.7% | $3,868-35.5% | $2,755-9.4% |
| Participant deferral / active EE | $4,142 | $3,869+7.1% | $5,057-18.1% | $4,296-3.6% |
| Admin fee / account holder | $6,113 | $6,566-6.9% | $8,355-26.8% | $6,918-11.6% |