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 | $82,455 | $125,758-34.4% | $169,993-51.5% | $75,163+9.7% |
| Participation rate | 88.0% | 83.6%+4.4pp | 87.0%+1.0pp | 67.2%+20.8pp |
| Annual return | 13.90% | 27.20%-13.3pp | 53.37%-39.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $3,920 | $4,615-15.1% | $6,785-42.2% | $2,670+46.8% |
| Participant deferral / active EE | $3,306 | $6,837-51.7% | $10,408-68.2% | $4,125-19.9% |
| Admin fee / account holder | $11,067 | $8,173+35.4% | $12,815-13.6% | $5,651+95.8% |