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 | $114,002 | $114,381-0.3% | $107,525+6.0% | $142,382-19.9% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 16.80% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,518 | $4,015-37.3% | $3,754-32.9% | $4,299-41.4% |
| Participant deferral / active EE | $7,738 | $5,564+39.1% | $5,116+51.3% | $6,507+18.9% |
| Admin fee / account holder | $4,172 | $9,860-57.7% | $8,919-53.2% | $12,624-67.0% |