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 | $117,620 | $127,065-7.4% | $113,168+3.9% | $142,382-17.4% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 15.20% | 24.03%-8.8pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,566 | $3,442-25.4% | $2,975-13.7% | $4,299-40.3% |
| Participant deferral / active EE | $9,158 | $5,716+60.2% | $5,107+79.3% | $6,507+40.7% |
| Admin fee / account holder | $13,845 | $15,736-12.0% | $12,068+14.7% | $12,624+9.7% |