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 | $108,012 | $104,251+3.6% | $91,001+18.7% | $147,584-26.8% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 20.15% | 27.06%-6.9pp | 4.60%+15.6pp | 578.55%-558.4pp |
| Employer contribution / active EE | $3,920 | $3,116+25.8% | $2,456+59.6% | $4,876-19.6% |
| Participant deferral / active EE | $7,699 | $4,195+83.5% | $3,547+117.0% | $5,439+41.6% |
| Admin fee / account holder | $1,443 | $8,948-83.9% | $5,417-73.4% | $10,885-86.7% |