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 | $124,866 | $123,793+0.9% | $177,821-29.8% | $79,858+56.4% |
| Participation rate | 91.7% | 84.7%+7.0pp | 87.7%+3.9pp | 69.6%+22.0pp |
| Annual return | 12.94% | 22.82%-9.9pp | 48.32%-35.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $3,962 | $4,095-3.2% | $5,918-33.1% | $2,471+60.4% |
| Participant deferral / active EE | $5,578 | $5,956-6.3% | $7,714-27.7% | $3,740+49.1% |
| Admin fee / account holder | $4,115 | $7,243-43.2% | $12,427-66.9% | $5,306-22.4% |