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 | $112,559 | $86,286+30.4% | $111,297+1.1% | $85,850+31.1% |
| Participation rate | 98.6% | 73.3%+25.3pp | 77.3%+21.3pp | 69.3%+29.3pp |
| Annual return | 15.19% | 19.99%-4.8pp | 54.65%-39.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,567 | $2,043+25.6% | $2,731-6.0% | $2,565+0.1% |
| Participant deferral / active EE | $5,225 | $3,641+43.5% | $4,487+16.4% | $3,952+32.2% |
| Admin fee / account holder | $6,555 | $8,188-19.9% | $7,964-17.7% | $6,260+4.7% |