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 | $115,713 | $127,065-8.9% | $113,168+2.2% | $142,382-18.7% |
| Participation rate | 95.7% | 79.2%+16.4pp | 76.6%+19.1pp | 80.1%+15.5pp |
| Annual return | 12.67% | 24.03%-11.4pp | 24.27%-11.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $5,036 | $3,442+46.3% | $2,975+69.3% | $4,299+17.1% |
| Participant deferral / active EE | $9,097 | $5,716+59.1% | $5,107+78.1% | $6,507+39.8% |
| Admin fee / account holder | $16,788 | $15,736+6.7% | $12,068+39.1% | $12,624+33.0% |