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 | $105,084 | $103,376+1.7% | $87,100+20.6% | $152,861-31.3% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 14.66% | 28.10%-13.4pp | 28.19%-13.5pp | 345.32%-330.7pp |
| Employer contribution / active EE | $2,223 | $3,220-31.0% | $2,521-11.8% | $4,762-53.3% |
| Participant deferral / active EE | $4,889 | $4,778+2.3% | $4,049+20.8% | $5,850-16.4% |
| Admin fee / account holder | $30,484 | $12,205+149.8% | $7,497+306.6% | $11,596+162.9% |