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 | $112,152 | $125,758-10.8% | $169,993-34.0% | $75,163+49.2% |
| Participation rate | 90.1% | 83.6%+6.5pp | 87.0%+3.1pp | 67.2%+22.9pp |
| Annual return | 13.65% | 27.20%-13.5pp | 53.37%-39.7pp | 160.62%-147.0pp |
| Employer contribution / active EE | $4,323 | $4,615-6.3% | $6,785-36.3% | $2,670+61.9% |
| Participant deferral / active EE | $4,819 | $6,837-29.5% | $10,408-53.7% | $4,125+16.8% |
| Admin fee / account holder | $15,235 | $8,173+86.4% | $12,815+18.9% | $5,651+169.6% |