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 | $127,065-11.3% | $113,168-0.4% | $142,382-20.8% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 13.63% | 24.03%-10.4pp | 24.27%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,273 | $3,442-63.0% | $2,975-57.2% | $4,299-70.4% |
| Participant deferral / active EE | $5,167 | $5,716-9.6% | $5,107+1.2% | $6,507-20.6% |
| Admin fee / account holder | $4,365 | $15,736-72.3% | $12,068-63.8% | $12,624-65.4% |