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 | $111,639 | $117,983-5.4% | $101,794+9.7% | $142,382-21.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 13.39% | 36.92%-23.5pp | 30.53%-17.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,051 | $2,773+10.0% | $2,289+33.3% | $4,299-29.0% |
| Participant deferral / active EE | $5,694 | $4,714+20.8% | $4,084+39.4% | $6,507-12.5% |
| Admin fee / account holder | $1,632 | $10,433-84.4% | $8,777-81.4% | $12,624-87.1% |