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 | $107,665 | $111,754-3.7% | $103,333+4.2% | $145,922-26.2% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 9.46% | 24.77%-15.3pp | 24.88%-15.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $6,570 | $4,212+56.0% | $3,868+69.9% | $4,660+41.0% |
| Participant deferral / active EE | $4,163 | $5,619-25.9% | $5,057-17.7% | $6,688-37.7% |
| Admin fee / account holder | $7,297 | $9,750-25.2% | $8,355-12.7% | $13,397-45.5% |