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 | $112,673 | $110,257+2.2% | $96,544+16.7% | $139,434-19.2% |
| Participation rate | 78.6% | 78.1%+0.5pp | 76.0%+2.6pp | 80.3%-1.7pp |
| Annual return | 13.30% | 26.32%-13.0pp | 25.84%-12.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,477 | $3,620-31.6% | $2,965-16.4% | $4,751-47.9% |
| Participant deferral / active EE | $3,710 | $5,548-33.1% | $4,851-23.5% | $6,710-44.7% |
| Admin fee / account holder | $18,655 | $11,591+60.9% | $8,252+126.1% | $11,403+63.6% |