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 | $112,769 | $124,425-9.4% | $112,040+0.7% | $137,256-17.8% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.5%+5.3pp | 80.0%+1.9pp |
| Annual return | 13.63% | 24.72%-11.1pp | 24.52%-10.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,273 | $3,411-62.7% | $2,954-56.9% | $4,156-69.4% |
| Participant deferral / active EE | $5,167 | $5,718-9.6% | $5,098+1.4% | $6,407-19.3% |
| Admin fee / account holder | $4,365 | $15,207-71.3% | $12,098-63.9% | $12,270-64.4% |