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 | $119,082 | $115,882+2.8% | $100,516+18.5% | $158,922-25.1% |
| Participation rate | 81.3% | 81.6%-0.3pp | 79.4%+1.8pp | 82.0%-0.7pp |
| Annual return | 19.69% | 34.79%-15.1pp | 30.89%-11.2pp | 302.83%-283.1pp |
| Employer contribution / active EE | $2,232 | $4,103-45.6% | $3,418-34.7% | $4,761-53.1% |
| Participant deferral / active EE | $7,216 | $6,674+8.1% | $6,270+15.1% | $5,982+20.6% |
| Admin fee / account holder | $541 | $10,995-95.1% | $8,081-93.3% | $11,246-95.2% |