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 | $110,971 | $125,758-11.8% | $169,993-34.7% | $75,163+47.6% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.0%+5.3pp | 67.2%+25.1pp |
| Annual return | 22.43% | 27.20%-4.8pp | 53.37%-30.9pp | 160.62%-138.2pp |
| Employer contribution / active EE | $3,522 | $4,615-23.7% | $6,785-48.1% | $2,670+31.9% |
| Participant deferral / active EE | $4,437 | $6,837-35.1% | $10,408-57.4% | $4,125+7.6% |
| Admin fee / account holder | $8,026 | $8,173-1.8% | $12,815-37.4% | $5,651+42.0% |