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 | $113,014 | $117,983-4.2% | $101,794+11.0% | $142,382-20.6% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 14.14% | 36.92%-22.8pp | 30.53%-16.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,399 | $2,773-13.5% | $2,289+4.8% | $4,299-44.2% |
| Participant deferral / active EE | $5,111 | $4,714+8.4% | $4,084+25.1% | $6,507-21.5% |
| Admin fee / account holder | $14,125 | $10,433+35.4% | $8,777+60.9% | $12,624+11.9% |