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 | $101,388 | $102,616-1.2% | $81,983+23.7% | $158,922-36.2% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.2%+15.4pp | 82.0%+2.7pp |
| Annual return | 9.35% | 61.04%-51.7pp | 41.31%-32.0pp | 302.83%-293.5pp |
| Employer contribution / active EE | $3,349 | $3,240+3.4% | $2,498+34.1% | $4,761-29.7% |
| Participant deferral / active EE | $3,124 | $4,648-32.8% | $3,722-16.1% | $5,982-47.8% |
| Admin fee / account holder | $5,224 | $8,235-36.6% | $5,664-7.8% | $11,246-53.5% |