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 | $106,256 | $111,754-4.9% | $103,333+2.8% | $145,922-27.2% |
| Participation rate | 95.7% | 77.9%+17.7pp | 74.5%+21.1pp | 80.3%+15.4pp |
| Annual return | 13.68% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,934 | $4,212-30.4% | $3,868-24.1% | $4,660-37.0% |
| Participant deferral / active EE | $7,275 | $5,619+29.5% | $5,057+43.8% | $6,688+8.8% |
| Admin fee / account holder | $11,235 | $9,750+15.2% | $8,355+34.5% | $13,397-16.1% |