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 | $119,402 | $111,754+6.8% | $103,333+15.5% | $145,922-18.2% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 12.73% | 24.77%-12.0pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,643 | $4,212-37.3% | $3,868-31.7% | $4,660-43.3% |
| Participant deferral / active EE | $3,330 | $5,619-40.7% | $5,057-34.2% | $6,688-50.2% |
| Admin fee / account holder | $774 | $9,750-92.1% | $8,355-90.7% | $13,397-94.2% |