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 | $97,301 | $99,985-2.7% | $146,665-33.7% | $85,850+13.3% |
| Participation rate | 77.8% | 73.1%+4.7pp | 80.1%-2.3pp | 69.3%+8.5pp |
| Annual return | 19.34% | 18.93%+0.4pp | 22.74%-3.4pp | 318.53%-299.2pp |
| Employer contribution / active EE | $1,104 | $2,559-56.8% | $4,136-73.3% | $2,565-56.9% |
| Participant deferral / active EE | $2,905 | $4,006-27.5% | $5,506-47.2% | $3,952-26.5% |
| Admin fee / account holder | $6,003 | $7,702-22.1% | $10,280-41.6% | $6,260-4.1% |