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 | $115,263 | $127,065-9.3% | $113,168+1.9% | $142,382-19.0% |
| Participation rate | 95.8% | 79.2%+16.6pp | 76.6%+19.3pp | 80.1%+15.7pp |
| Annual return | 15.30% | 24.03%-8.7pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,807 | $3,442+10.6% | $2,975+28.0% | $4,299-11.5% |
| Participant deferral / active EE | $5,336 | $5,716-6.7% | $5,107+4.5% | $6,507-18.0% |
| Admin fee / account holder | $24,511 | $15,736+55.8% | $12,068+103.1% | $12,624+94.2% |