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 | $107,451 | $103,376+3.9% | $87,100+23.4% | $152,861-29.7% |
| Participation rate | 78.6% | 79.3%-0.8pp | 76.9%+1.7pp | 82.4%-3.9pp |
| Annual return | 22.56% | 28.10%-5.5pp | 28.19%-5.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $3,173 | $3,220-1.5% | $2,521+25.8% | $4,762-33.4% |
| Participant deferral / active EE | $6,178 | $4,778+29.3% | $4,049+52.6% | $5,850+5.6% |
| Admin fee / account holder | $2,644 | $12,205-78.3% | $7,497-64.7% | $11,596-77.2% |