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 | $111,719 | $135,635-17.6% | $110,238+1.3% | $135,375-17.5% |
| Participation rate | 95.2% | 83.5%+11.8pp | 79.8%+15.4pp | 82.6%+12.6pp |
| Annual return | 10.06% | 513.19%-503.1pp | 314.74%-304.7pp | 519.73%-509.7pp |
| Employer contribution / active EE | $2,559 | $4,906-47.8% | $3,826-33.1% | $4,779-46.5% |
| Participant deferral / active EE | $3,550 | $5,506-35.5% | $4,672-24.0% | $5,609-36.7% |
| Admin fee / account holder | $4,616 | $11,457-59.7% | $8,547-46.0% | $10,827-57.4% |