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 | $242,049 | $135,952+78.0% | $123,892+95.4% | $273,961-11.6% |
| Participation rate | 95.2% | 84.1%+11.2pp | 81.4%+13.8pp | 83.0%+12.2pp |
| Annual return | 8.71% | 56.63%-47.9pp | 47.52%-38.8pp | 41.45%-32.7pp |
| Employer contribution / active EE | $4,865 | $5,170-5.9% | $4,617+5.4% | $4,869-0.1% |
| Participant deferral / active EE | $7,652 | $6,343+20.6% | $5,984+27.9% | $5,287+44.7% |
| Admin fee / account holder | $3,358 | $9,817-65.8% | $8,357-59.8% | $10,132-66.9% |