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 | $120,144 | $106,515+12.8% | $96,683+24.3% | $139,434-13.8% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.2pp |
| Annual return | 12.79% | 38.43%-25.6pp | 35.69%-22.9pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,951 | $4,103-52.4% | $3,737-47.8% | $4,751-58.9% |
| Participant deferral / active EE | $2,803 | $5,454-48.6% | $4,878-42.5% | $6,710-58.2% |
| Admin fee / account holder | $9,754 | $7,877+23.8% | $6,730+44.9% | $11,403-14.5% |