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 | $117,358 | $107,334+9.3% | $92,893+26.3% | $152,861-23.2% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 16.40% | 145.58%-129.2pp | 109.41%-93.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $3,539 | $4,221-16.1% | $3,653-3.1% | $4,762-25.7% |
| Participant deferral / active EE | $6,461 | $4,845+33.4% | $4,236+52.5% | $5,850+10.4% |
| Admin fee / account holder | $3,134 | $7,079-55.7% | $5,794-45.9% | $11,596-73.0% |