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 | $103,357 | $112,096-7.8% | $95,952+7.7% | $158,922-35.0% |
| Participation rate | 79.2% | 79.0%+0.2pp | 77.1%+2.1pp | 82.0%-2.8pp |
| Annual return | 15.52% | 171.09%-155.6pp | 91.61%-76.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,782 | $3,198-13.0% | $2,541+9.5% | $4,761-41.6% |
| Participant deferral / active EE | $5,879 | $4,784+22.9% | $4,167+41.1% | $5,982-1.7% |
| Admin fee / account holder | $8,687 | $10,130-14.3% | $6,795+27.8% | $11,246-22.8% |