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 | $111,219 | $124,319-10.5% | $111,297-0.1% | $167,490-33.6% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 11.62% | 37.44%-25.8pp | 54.65%-43.0pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,514 | $3,435-55.9% | $2,731-44.6% | $4,837-68.7% |
| Participant deferral / active EE | $7,332 | $5,180+41.5% | $4,487+63.4% | $6,341+15.6% |
| Admin fee / account holder | $715 | $10,618-93.3% | $7,964-91.0% | $12,309-94.2% |