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 | $111,280 | $118,450-6.1% | $98,439+13.0% | $139,434-20.2% |
| Participation rate | 93.8% | 77.4%+16.3pp | 75.2%+18.6pp | 80.3%+13.4pp |
| Annual return | 14.10% | 18.94%-4.8pp | 21.16%-7.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,941 | $3,609-46.2% | $3,048-36.3% | $4,751-59.1% |
| Participant deferral / active EE | $4,633 | $5,392-14.1% | $4,738-2.2% | $6,710-31.0% |
| Admin fee / account holder | $1,260 | $14,026-91.0% | $8,948-85.9% | $11,403-88.9% |