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 | $114,035 | $132,634-14.0% | $115,768-1.5% | $137,256-16.9% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.4%+12.3pp | 80.0%+6.7pp |
| Annual return | 14.50% | 160.70%-146.2pp | 100.46%-86.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,977 | $3,360-41.2% | $2,940-32.8% | $4,156-52.4% |
| Participant deferral / active EE | $4,064 | $5,619-27.7% | $4,917-17.3% | $6,407-36.6% |
| Admin fee / account holder | $10,164 | $15,028-32.4% | $12,439-18.3% | $12,270-17.2% |