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 | $194,598 | $227,553-14.5% | $189,557+2.7% | $167,490+16.2% |
| Participation rate | 88.2% | 82.5%+5.7pp | 78.4%+9.8pp | 82.1%+6.1pp |
| Annual return | 14.76% | 78.40%-63.6pp | 64.17%-49.4pp | 478.56%-463.8pp |
| Employer contribution / active EE | $4,802 | $5,316-9.7% | $4,412+8.8% | $4,837-0.7% |
| Participant deferral / active EE | $12,378 | $7,002+76.8% | $6,174+100.5% | $6,341+95.2% |
| Admin fee / account holder | $15,860 | $11,878+33.5% | $9,807+61.7% | $12,309+28.8% |