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 | $127,065-10.8% | $113,168+0.2% | $142,382-20.4% |
| Participation rate | 78.9% | 79.2%-0.3pp | 76.6%+2.4pp | 80.1%-1.2pp |
| Annual return | 13.58% | 24.03%-10.4pp | 24.27%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $5,066 | $3,442+47.2% | $2,975+70.3% | $4,299+17.8% |
| Participant deferral / active EE | $8,129 | $5,716+42.2% | $5,107+59.2% | $6,507+24.9% |
| Admin fee / account holder | $1,965 | $15,736-87.5% | $12,068-83.7% | $12,624-84.4% |