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 | $115,926 | $125,758-7.8% | $169,993-31.8% | $75,163+54.2% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.0%+3.7pp | 67.2%+23.5pp |
| Annual return | 21.89% | 27.20%-5.3pp | 53.37%-31.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $4,367 | $4,615-5.4% | $6,785-35.6% | $2,670+63.6% |
| Participant deferral / active EE | $5,538 | $6,837-19.0% | $10,408-46.8% | $4,125+34.2% |
| Admin fee / account holder | $10,337 | $8,173+26.5% | $12,815-19.3% | $5,651+82.9% |