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 | $108,613 | $111,754-2.8% | $103,333+5.1% | $145,922-25.6% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+1.0pp |
| Annual return | 9.27% | 24.77%-15.5pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $3,581 | $4,212-15.0% | $3,868-7.4% | $4,660-23.2% |
| Participant deferral / active EE | $7,665 | $5,619+36.4% | $5,057+51.6% | $6,688+14.6% |
| Admin fee / account holder | $25,333 | $9,750+159.8% | $8,355+203.2% | $13,397+89.1% |