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 | $87,166+7.9% | $76,735+22.5% | $137,256-31.5% |
| Participation rate | 77.8% | 74.4%+3.4pp | 69.5%+8.3pp | 80.0%-2.2pp |
| Annual return | 12.04% | 26.50%-14.5pp | 29.77%-17.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,091 | $2,904+6.4% | $2,454+26.0% | $4,156-25.6% |
| Participant deferral / active EE | $4,336 | $4,726-8.2% | $4,088+6.1% | $6,407-32.3% |
| Admin fee / account holder | $22,537 | $8,403+168.2% | $7,189+213.5% | $12,270+83.7% |