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 | $125,672 | $112,096+12.1% | $95,952+31.0% | $158,922-20.9% |
| Participation rate | 76.5% | 79.0%-2.5pp | 77.1%-0.6pp | 82.0%-5.5pp |
| Annual return | 15.33% | 171.09%-155.8pp | 91.61%-76.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,246 | $3,198-29.8% | $2,541-11.6% | $4,761-52.8% |
| Participant deferral / active EE | $6,208 | $4,784+29.8% | $4,167+49.0% | $5,982+3.8% |
| Admin fee / account holder | $4,068 | $10,130-59.8% | $6,795-40.1% | $11,246-63.8% |