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 | $113,364 | $124,425-8.9% | $112,040+1.2% | $137,256-17.4% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.5%+2.5pp | 80.0%-1.0pp |
| Annual return | 13.58% | 24.72%-11.1pp | 24.52%-10.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $5,066 | $3,411+48.5% | $2,954+71.5% | $4,156+21.9% |
| Participant deferral / active EE | $8,129 | $5,718+42.2% | $5,098+59.5% | $6,407+26.9% |
| Admin fee / account holder | $1,965 | $15,207-87.1% | $12,098-83.8% | $12,270-84.0% |