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 | $123,813 | $103,376+19.8% | $87,100+42.1% | $152,861-19.0% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.9%+18.6pp | 82.4%+13.0pp |
| Annual return | 20.18% | 28.10%-7.9pp | 28.19%-8.0pp | 345.32%-325.1pp |
| Employer contribution / active EE | $3,240 | $3,220+0.6% | $2,521+28.5% | $4,762-32.0% |
| Participant deferral / active EE | $5,516 | $4,778+15.4% | $4,049+36.2% | $5,850-5.7% |
| Admin fee / account holder | $4,391 | $12,205-64.0% | $7,497-41.4% | $11,596-62.1% |