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 | $122,935 | $127,065-3.3% | $113,168+8.6% | $142,382-13.7% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 16.24% | 24.03%-7.8pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $847 | $3,442-75.4% | $2,975-71.5% | $4,299-80.3% |
| Participant deferral / active EE | $4,469 | $5,716-21.8% | $5,107-12.5% | $6,507-31.3% |
| Admin fee / account holder | $6,159 | $15,736-60.9% | $12,068-49.0% | $12,624-51.2% |