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 | $111,096 | $111,754-0.6% | $103,333+7.5% | $145,922-23.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 15.03% | 24.77%-9.7pp | 24.88%-9.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $939 | $4,212-77.7% | $3,868-75.7% | $4,660-79.8% |
| Participant deferral / active EE | $2,261 | $5,619-59.8% | $5,057-55.3% | $6,688-66.2% |
| Admin fee / account holder | $1,250 | $9,750-87.2% | $8,355-85.0% | $13,397-90.7% |