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 | $115,591 | $115,770-0.2% | $101,248+14.2% | $158,922-27.3% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 15.03% | 56.14%-41.1pp | 46.47%-31.4pp | 302.83%-287.8pp |
| Employer contribution / active EE | $3,571 | $4,175-14.4% | $3,660-2.4% | $4,761-25.0% |
| Participant deferral / active EE | $4,198 | $4,957-15.3% | $4,370-3.9% | $5,982-29.8% |
| Admin fee / account holder | $516 | $7,245-92.9% | $5,945-91.3% | $11,246-95.4% |