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 | $145,899 | $124,281+17.4% | $109,143+33.7% | $167,490-12.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 9.77% | 26.04%-16.3pp | 25.75%-16.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $1,866 | $4,207-55.7% | $3,722-49.9% | $4,837-61.4% |
| Participant deferral / active EE | $5,059 | $5,255-3.7% | $4,653+8.7% | $6,341-20.2% |
| Admin fee / account holder | $11,084 | $7,970+39.1% | $6,752+64.2% | $12,309-10.0% |