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 | $96,490 | $86,286+11.8% | $111,297-13.3% | $85,850+12.4% |
| Participation rate | 81.3% | 73.3%+7.9pp | 77.3%+3.9pp | 69.3%+11.9pp |
| Annual return | 15.69% | 19.99%-4.3pp | 54.65%-39.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,262 | $2,043-38.2% | $2,731-53.8% | $2,565-50.8% |
| Participant deferral / active EE | $4,528 | $3,641+24.4% | $4,487+0.9% | $3,952+14.6% |
| Admin fee / account holder | $7,733 | $8,188-5.6% | $7,964-2.9% | $6,260+23.5% |