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 | $118,247 | $116,175+1.8% | $93,606+26.3% | $152,861-22.6% |
| Participation rate | 95.2% | 78.0%+17.2pp | 75.8%+19.4pp | 82.4%+12.8pp |
| Annual return | 20.69% | 35.96%-15.3pp | 32.76%-12.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $3,764 | $3,218+17.0% | $2,718+38.5% | $4,762-21.0% |
| Participant deferral / active EE | $3,439 | $4,603-25.3% | $4,069-15.5% | $5,850-41.2% |
| Admin fee / account holder | $34,359 | $10,748+219.7% | $7,888+335.6% | $11,596+196.3% |