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 | $98,801 | $89,753+10.1% | $107,525-8.1% | $84,808+16.5% |
| Participation rate | 74.1% | 68.1%+6.1pp | 75.1%-0.9pp | 68.3%+5.8pp |
| Annual return | 14.84% | 29.48%-14.6pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,414 | $3,113+9.6% | $3,754-9.1% | $2,631+29.8% |
| Participant deferral / active EE | $4,216 | $4,056+3.9% | $5,116-17.6% | $4,212+0.1% |
| Admin fee / account holder | $8,318 | $7,222+15.2% | $8,919-6.7% | $7,344+13.3% |