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 | $116,927 | $115,770+1.0% | $101,248+15.5% | $158,922-26.4% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 12.68% | 56.14%-43.5pp | 46.47%-33.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,330 | $4,175-44.2% | $3,660-36.3% | $4,761-51.1% |
| Participant deferral / active EE | $5,097 | $4,957+2.8% | $4,370+16.6% | $5,982-14.8% |
| Admin fee / account holder | $1,662 | $7,245-77.1% | $5,945-72.0% | $11,246-85.2% |