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 | $104,504 | $114,381-8.6% | $107,525-2.8% | $142,382-26.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 15.83% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,884 | $4,015-53.1% | $3,754-49.8% | $4,299-56.2% |
| Participant deferral / active EE | $3,308 | $5,564-40.5% | $5,116-35.3% | $6,507-49.2% |
| Admin fee / account holder | $3,099 | $9,860-68.6% | $8,919-65.3% | $12,624-75.5% |