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 | $113,121 | $118,450-4.5% | $98,439+14.9% | $139,434-18.9% |
| Participation rate | 92.3% | 77.4%+14.9pp | 75.2%+17.1pp | 80.3%+12.0pp |
| Annual return | 16.15% | 18.94%-2.8pp | 21.16%-5.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,234 | $3,609-65.8% | $3,048-59.5% | $4,751-74.0% |
| Participant deferral / active EE | $1,601 | $5,392-70.3% | $4,738-66.2% | $6,710-76.1% |
| Admin fee / account holder | $2,741 | $14,026-80.5% | $8,948-69.4% | $11,403-76.0% |