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 | $106,774 | $111,754-4.5% | $103,333+3.3% | $145,922-26.8% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 17.06% | 24.77%-7.7pp | 24.88%-7.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $3,981 | $4,212-5.5% | $3,868+2.9% | $4,660-14.6% |
| Participant deferral / active EE | $17,749 | $5,619+215.9% | $5,057+250.9% | $6,688+165.4% |
| Admin fee / account holder | $2,562 | $9,750-73.7% | $8,355-69.3% | $13,397-80.9% |