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 | $113,365 | $100,901+12.4% | $75,670+49.8% | $147,584-23.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 8.96% | 35.78%-26.8pp | 27.34%-18.4pp | 578.55%-569.6pp |
| Employer contribution / active EE | $3,182 | $3,253-2.2% | $2,352+35.3% | $4,876-34.7% |
| Participant deferral / active EE | $4,455 | $4,027+10.6% | $3,142+41.8% | $5,439-18.1% |
| Admin fee / account holder | $7,454 | $11,285-33.9% | $5,800+28.5% | $10,885-31.5% |