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 | $194,962 | $217,402-10.3% | $185,823+4.9% | $167,490+16.4% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 9.60% | 148.36%-138.8pp | 122.05%-112.5pp | 478.56%-469.0pp |
| Employer contribution / active EE | $4,038 | $5,873-31.2% | $5,167-21.9% | $4,837-16.5% |
| Participant deferral / active EE | $4,393 | $6,356-30.9% | $5,568-21.1% | $6,341-30.7% |
| Admin fee / account holder | $5,324 | $19,811-73.1% | $16,237-67.2% | $12,309-56.8% |