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 | $101,176 | $103,376-2.1% | $87,100+16.2% | $152,861-33.8% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 25.39% | 28.10%-2.7pp | 28.19%-2.8pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,359 | $3,220-57.8% | $2,521-46.1% | $4,762-71.5% |
| Participant deferral / active EE | $8,765 | $4,778+83.5% | $4,049+116.5% | $5,850+49.8% |
| Admin fee / account holder | $1,047 | $12,205-91.4% | $7,497-86.0% | $11,596-91.0% |