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 | $115,625 | $117,381-1.5% | $99,443+16.3% | $152,861-24.4% |
| Participation rate | 87.5% | 77.5%+10.0pp | 73.8%+13.7pp | 82.4%+5.1pp |
| Annual return | 20.11% | 31.87%-11.8pp | 30.72%-10.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $877 | $3,013-70.9% | $2,540-65.5% | $4,762-81.6% |
| Participant deferral / active EE | $2,632 | $4,086-35.6% | $3,619-27.3% | $5,850-55.0% |
| Admin fee / account holder | $5,065 | $7,631-33.6% | $6,250-19.0% | $11,596-56.3% |