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 6-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 | $111,590 | $111,814-0.2% | $103,374+7.9% | $145,959-23.5% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 9.51% | 24.77%-15.3pp | 24.89%-15.4pp | 561.95%-552.4pp |
| Employer contribution / active EE | $12,447 | $4,214+195.4% | $3,869+221.7% | $4,661+167.1% |
| Participant deferral / active EE | $1,564 | $5,618-72.2% | $5,058-69.1% | $6,689-76.6% |
| Admin fee / account holder | $45,389 | $9,754+365.3% | $8,394+440.7% | $13,398+238.8% |