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 | $100,670 | $111,535-9.7% | $105,223-4.3% | $137,256-26.7% |
| Participation rate | 81.0% | 78.1%+2.9pp | 75.0%+5.9pp | 80.0%+1.0pp |
| Annual return | 15.89% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,943 | $3,939+0.1% | $3,689+6.9% | $4,156-5.1% |
| Participant deferral / active EE | $7,727 | $5,500+40.5% | $5,072+52.4% | $6,407+20.6% |
| Admin fee / account holder | $8,355 | $9,721-14.1% | $8,859-5.7% | $12,270-31.9% |