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 | $132,340 | $124,281+6.5% | $109,143+21.3% | $167,490-21.0% |
| Participation rate | 78.3% | 79.4%-1.2pp | 75.9%+2.4pp | 82.1%-3.8pp |
| Annual return | 16.24% | 26.04%-9.8pp | 25.75%-9.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,245 | $4,207-70.4% | $3,722-66.6% | $4,837-74.3% |
| Participant deferral / active EE | $2,038 | $5,255-61.2% | $4,653-56.2% | $6,341-67.9% |
| Admin fee / account holder | $12,508 | $7,970+56.9% | $6,752+85.2% | $12,309+1.6% |