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 | $114,381-12.5% | $107,525-6.9% | $142,382-29.7% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 15.32% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,921 | $4,015-2.3% | $3,754+4.5% | $4,299-8.8% |
| Participant deferral / active EE | $8,554 | $5,564+53.7% | $5,116+67.2% | $6,507+31.5% |
| Admin fee / account holder | $1,133 | $9,860-88.5% | $8,919-87.3% | $12,624-91.0% |