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 | $121,412 | $116,175+4.5% | $93,606+29.7% | $152,861-20.6% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.4%-2.4pp |
| Annual return | 19.21% | 35.96%-16.8pp | 32.76%-13.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,775 | $3,218-13.8% | $2,718+2.1% | $4,762-41.7% |
| Participant deferral / active EE | $2,174 | $4,603-52.8% | $4,069-46.6% | $5,850-62.8% |
| Admin fee / account holder | $4,237 | $10,748-60.6% | $7,888-46.3% | $11,596-63.5% |