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 | $80,640 | $78,672+2.5% | $109,143-26.1% | $85,850-6.1% |
| Participation rate | 71.4% | 68.3%+3.2pp | 75.9%-4.4pp | 69.3%+2.1pp |
| Annual return | 11.97% | 25.09%-13.1pp | 25.75%-13.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,896 | $2,735-30.7% | $3,722-49.1% | $2,565-26.1% |
| Participant deferral / active EE | $3,811 | $3,467+9.9% | $4,653-18.1% | $3,952-3.6% |
| Admin fee / account holder | $720 | $5,469-86.8% | $6,752-89.3% | $6,260-88.5% |