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 | $126,040 | $114,381+10.2% | $107,525+17.2% | $142,382-11.5% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.1%+7.5pp | 80.1%+2.5pp |
| Annual return | 15.68% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,790 | $4,015+19.3% | $3,754+27.6% | $4,299+11.4% |
| Participant deferral / active EE | $5,303 | $5,564-4.7% | $5,116+3.7% | $6,507-18.5% |
| Admin fee / account holder | $14,785 | $9,860+49.9% | $8,919+65.8% | $12,624+17.1% |