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 | $98,710 | $93,571+5.5% | $135,903-27.4% | $75,163+31.3% |
| Participation rate | 70.9% | 75.2%-4.3pp | 81.9%-11.0pp | 67.2%+3.7pp |
| Annual return | 20.29% | 30.90%-10.6pp | 68.23%-47.9pp | 160.62%-140.3pp |
| Employer contribution / active EE | $3,846 | $3,537+8.7% | $4,856-20.8% | $2,670+44.0% |
| Participant deferral / active EE | $8,762 | $6,404+36.8% | $7,758+12.9% | $4,125+112.4% |
| Admin fee / account holder | $2,623 | $6,975-62.4% | $10,762-75.6% | $5,651-53.6% |