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 | $97,117 | $111,754-13.1% | $103,333-6.0% | $145,922-33.4% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 24.42% | 24.77%-0.3pp | 24.88%-0.5pp | 561.29%-536.9pp |
| Employer contribution / active EE | $2,086 | $4,212-50.5% | $3,868-46.1% | $4,660-55.2% |
| Participant deferral / active EE | $5,869 | $5,619+4.5% | $5,057+16.0% | $6,688-12.2% |
| Admin fee / account holder | $3,145 | $9,750-67.7% | $8,355-62.4% | $13,397-76.5% |