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 | $111,814-3.7% | $103,374+4.2% | $145,959-26.2% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 9.46% | 24.77%-15.3pp | 24.89%-15.4pp | 561.95%-552.5pp |
| Employer contribution / active EE | $6,570 | $4,214+55.9% | $3,869+69.8% | $4,661+41.0% |
| Participant deferral / active EE | $4,163 | $5,618-25.9% | $5,058-17.7% | $6,689-37.8% |
| Admin fee / account holder | $7,297 | $9,754-25.2% | $8,394-13.1% | $13,398-45.5% |