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 | $135,829 | $123,793+9.7% | $177,821-23.6% | $79,858+70.1% |
| Participation rate | 93.4% | 84.7%+8.8pp | 87.7%+5.7pp | 69.6%+23.8pp |
| Annual return | 14.37% | 22.82%-8.5pp | 48.32%-34.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $3,955 | $4,095-3.4% | $5,918-33.2% | $2,471+60.1% |
| Participant deferral / active EE | $3,374 | $5,956-43.3% | $7,714-56.3% | $3,740-9.8% |
| Admin fee / account holder | $8,406 | $7,243+16.1% | $12,427-32.4% | $5,306+58.4% |