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 | $127,701 | $127,065+0.5% | $113,168+12.8% | $142,382-10.3% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 15.58% | 24.03%-8.4pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,447 | $3,442-58.0% | $2,975-51.4% | $4,299-66.3% |
| Participant deferral / active EE | $4,135 | $5,716-27.7% | $5,107-19.0% | $6,507-36.5% |
| Admin fee / account holder | $22,583 | $15,736+43.5% | $12,068+87.1% | $12,624+78.9% |