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 | $126,460 | $111,301+13.6% | $112,977+11.9% | $158,922-20.4% |
| Participation rate | 80.0% | 83.5%-3.5pp | 82.6%-2.6pp | 82.0%-2.0pp |
| Annual return | 15.16% | 26.40%-11.2pp | 24.24%-9.1pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,338 | $4,471-47.7% | $4,255-45.0% | $4,761-50.9% |
| Participant deferral / active EE | $3,161 | $5,880-46.2% | $5,836-45.8% | $5,982-47.2% |
| Admin fee / account holder | $18,386 | $8,392+119.1% | $6,294+192.1% | $11,246+63.5% |