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 | $94,035 | $95,266-1.3% | $82,389+14.1% | $142,382-34.0% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.5%+8.2pp | 80.1%-2.3pp |
| Annual return | 12.04% | 25.74%-13.7pp | 28.67%-16.6pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,091 | $2,991+3.4% | $2,517+22.8% | $4,299-28.1% |
| Participant deferral / active EE | $4,336 | $4,809-9.8% | $4,155+4.4% | $6,507-33.4% |
| Admin fee / account holder | $22,537 | $8,563+163.2% | $7,231+211.7% | $12,624+78.5% |