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 | $116,222 | $106,515+9.1% | $96,683+20.2% | $139,434-16.6% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.3%-0.4pp | 80.3%-6.4pp |
| Annual return | 17.41% | 38.43%-21.0pp | 35.69%-18.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,479 | $4,103-39.6% | $3,737-33.6% | $4,751-47.8% |
| Participant deferral / active EE | $5,710 | $5,454+4.7% | $4,878+17.0% | $6,710-14.9% |
| Admin fee / account holder | $7,580 | $7,877-3.8% | $6,730+12.6% | $11,403-33.5% |