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 | $114,060 | $114,381-0.3% | $107,525+6.1% | $142,382-19.9% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.1%-1.7pp | 80.1%-6.8pp |
| Annual return | 15.93% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,924 | $4,015-2.3% | $3,754+4.5% | $4,299-8.7% |
| Participant deferral / active EE | $1,890 | $5,564-66.0% | $5,116-63.1% | $6,507-71.0% |
| Admin fee / account holder | $3,274 | $9,860-66.8% | $8,919-63.3% | $12,624-74.1% |