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 | $99,214 | $99,341-0.1% | $84,750+17.1% | $273,961-63.8% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 9.40% | 22.93%-13.5pp | 22.78%-13.4pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,603 | $4,214-38.2% | $3,574-27.2% | $4,869-46.5% |
| Participant deferral / active EE | $3,979 | $4,269-6.8% | $3,712+7.2% | $5,287-24.7% |
| Admin fee / account holder | $373 | $6,644-94.4% | $5,332-93.0% | $10,132-96.3% |