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 | $114,278 | $124,281-8.0% | $109,143+4.7% | $167,490-31.8% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 16.24% | 26.04%-9.8pp | 25.75%-9.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,490 | $4,207-17.0% | $3,722-6.2% | $4,837-27.8% |
| Participant deferral / active EE | $2,870 | $5,255-45.4% | $4,653-38.3% | $6,341-54.7% |
| Admin fee / account holder | $1,078 | $7,970-86.5% | $6,752-84.0% | $12,309-91.2% |