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 6-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 | $98,864 | $97,744+1.1% | $103,476-4.5% | $145,922-32.2% |
| Participation rate | 83.3% | 81.1%+2.2pp | 80.5%+2.8pp | 80.3%+3.1pp |
| Annual return | 12.57% | 25.41%-12.8pp | 23.90%-11.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $4,227 | $4,677-9.6% | $4,672-9.5% | $4,660-9.3% |
| Participant deferral / active EE | $11,563 | $6,603+75.1% | $6,623+74.6% | $6,688+72.9% |
| Admin fee / account holder | $1,082 | $12,515-91.4% | $9,413-88.5% | $13,397-91.9% |