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 | $118,826 | $125,758-5.5% | $169,993-30.1% | $75,163+58.1% |
| Participation rate | 89.3% | 83.6%+5.7pp | 87.0%+2.3pp | 67.2%+22.1pp |
| Annual return | 15.63% | 27.20%-11.6pp | 53.37%-37.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,321 | $4,615-49.7% | $6,785-65.8% | $2,670-13.1% |
| Participant deferral / active EE | $6,918 | $6,837+1.2% | $10,408-33.5% | $4,125+67.7% |
| Admin fee / account holder | $6,910 | $8,173-15.5% | $12,815-46.1% | $5,651+22.3% |