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 | $116,184 | $117,983-1.5% | $101,794+14.1% | $142,382-18.4% |
| Participation rate | 73.9% | 74.2%-0.3pp | 69.2%+4.7pp | 80.1%-6.2pp |
| Annual return | 14.51% | 36.92%-22.4pp | 30.53%-16.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $5,917 | $2,773+113.4% | $2,289+158.5% | $4,299+37.6% |
| Participant deferral / active EE | $4,355 | $4,714-7.6% | $4,084+6.6% | $6,507-33.1% |
| Admin fee / account holder | $3,475 | $10,433-66.7% | $8,777-60.4% | $12,624-72.5% |