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 | $100,084 | $111,535-10.3% | $105,223-4.9% | $137,256-27.1% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 15.32% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,921 | $3,939-0.5% | $3,689+6.3% | $4,156-5.7% |
| Participant deferral / active EE | $8,554 | $5,500+55.5% | $5,072+68.7% | $6,407+33.5% |
| Admin fee / account holder | $1,133 | $9,721-88.3% | $8,859-87.2% | $12,270-90.8% |