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 | $104,600 | $127,065-17.7% | $113,168-7.6% | $142,382-26.5% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 18.93% | 24.03%-5.1pp | 24.27%-5.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,689 | $3,442-21.9% | $2,975-9.6% | $4,299-37.5% |
| Participant deferral / active EE | $4,762 | $5,716-16.7% | $5,107-6.8% | $6,507-26.8% |
| Admin fee / account holder | $2,650 | $15,736-83.2% | $12,068-78.0% | $12,624-79.0% |