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 | $100,447 | $94,625+6.2% | $116,228-13.6% | $84,808+18.4% |
| Participation rate | 72.0% | 70.4%+1.6pp | 74.6%-2.6pp | 68.3%+3.7pp |
| Annual return | 15.29% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,244 | $2,347-4.4% | $2,994-25.1% | $2,631-14.7% |
| Participant deferral / active EE | $5,481 | $3,972+38.0% | $4,953+10.7% | $4,212+30.1% |
| Admin fee / account holder | $35,302 | $10,091+249.8% | $11,989+194.5% | $7,344+380.7% |