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 | $114,190 | $112,729+1.3% | $98,716+15.7% | $137,256-16.8% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.3%+3.4pp | 80.0%-7.2pp |
| Annual return | 13.65% | 38.48%-24.8pp | 31.81%-18.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,914 | $2,725+43.6% | $2,279+71.8% | $4,156-5.8% |
| Participant deferral / active EE | $1,831 | $4,640-60.5% | $4,048-54.8% | $6,407-71.4% |
| Admin fee / account holder | $7,695 | $10,129-24.0% | $8,703-11.6% | $12,270-37.3% |