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 | $103,458 | $102,317+1.1% | $146,958-29.6% | $80,856+28.0% |
| Participation rate | 77.8% | 75.8%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 15.74% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,612 | $3,713-2.7% | $4,933-26.8% | $2,755+31.1% |
| Participant deferral / active EE | $8,887 | $6,644+33.8% | $8,070+10.1% | $4,296+106.9% |
| Admin fee / account holder | $10,653 | $7,941+34.2% | $12,998-18.0% | $6,918+54.0% |