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 | $115,246 | $86,286+33.6% | $111,297+3.5% | $85,850+34.2% |
| Participation rate | 72.5% | 73.3%-0.9pp | 77.3%-4.8pp | 69.3%+3.1pp |
| Annual return | 15.17% | 19.99%-4.8pp | 54.65%-39.5pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,616 | $2,043+28.0% | $2,731-4.2% | $2,565+2.0% |
| Participant deferral / active EE | $4,756 | $3,641+30.6% | $4,487+6.0% | $3,952+20.3% |
| Admin fee / account holder | $3,777 | $8,188-53.9% | $7,964-52.6% | $6,260-39.7% |