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 | $110,887 | $125,758-11.8% | $169,993-34.8% | $75,163+47.5% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.6pp | 67.2%+29.4pp |
| Annual return | 15.94% | 27.20%-11.3pp | 53.37%-37.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $4,299 | $4,615-6.8% | $6,785-36.6% | $2,670+61.0% |
| Participant deferral / active EE | $4,680 | $6,837-31.6% | $10,408-55.0% | $4,125+13.4% |
| Admin fee / account holder | $13,487 | $8,173+65.0% | $12,815+5.2% | $5,651+138.7% |