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 | $87,686 | $96,484-9.1% | $75,886+15.5% | $152,861-42.6% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.3%+20.7pp | 82.4%+7.6pp |
| Annual return | 14.72% | 33.98%-19.3pp | 30.76%-16.0pp | 345.32%-330.6pp |
| Employer contribution / active EE | $3,147 | $3,309-4.9% | $2,500+25.9% | $4,762-33.9% |
| Participant deferral / active EE | $3,606 | $4,553-20.8% | $3,603+0.1% | $5,850-38.4% |
| Admin fee / account holder | $14,844 | $8,078+83.8% | $5,418+174.0% | $11,596+28.0% |