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 | $104,496 | $99,877+4.6% | $84,966+23.0% | $145,922-28.4% |
| Participation rate | 95.8% | 74.1%+21.7pp | 67.5%+28.3pp | 80.3%+15.6pp |
| Annual return | 12.98% | 83.76%-70.8pp | 66.38%-53.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,556 | $3,231-20.9% | $2,727-6.3% | $4,660-45.2% |
| Participant deferral / active EE | $4,523 | $5,291-14.5% | $4,519+0.1% | $6,688-32.4% |
| Admin fee / account holder | $2,443 | $7,248-66.3% | $6,149-60.3% | $13,397-81.8% |