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 | $99,121 | $91,037+8.9% | $71,671+38.3% | $147,584-32.8% |
| Participation rate | 93.8% | 76.1%+17.6pp | 68.7%+25.0pp | 82.8%+10.9pp |
| Annual return | 13.42% | 20.48%-7.1pp | 20.65%-7.2pp | 578.55%-565.1pp |
| Employer contribution / active EE | $3,237 | $3,327-2.7% | $2,460+31.6% | $4,876-33.6% |
| Participant deferral / active EE | $3,237 | $4,498-28.0% | $3,438-5.9% | $5,439-40.5% |
| Admin fee / account holder | $5,115 | $8,613-40.6% | $5,558-8.0% | $10,885-53.0% |