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 | $116,741 | $114,381+2.1% | $107,525+8.6% | $142,382-18.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 12.99% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,886 | $4,015-3.2% | $3,754+3.5% | $4,299-9.6% |
| Participant deferral / active EE | $2,495 | $5,564-55.2% | $5,116-51.2% | $6,507-61.7% |
| Admin fee / account holder | $30,433 | $9,860+208.6% | $8,919+241.2% | $12,624+141.1% |