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 | $117,983-3.2% | $101,794+12.2% | $142,382-19.8% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 13.65% | 36.92%-23.3pp | 30.53%-16.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,914 | $2,773+41.1% | $2,289+71.0% | $4,299-9.0% |
| Participant deferral / active EE | $1,831 | $4,714-61.2% | $4,084-55.2% | $6,507-71.9% |
| Admin fee / account holder | $7,695 | $10,433-26.2% | $8,777-12.3% | $12,624-39.0% |