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 | $95,788 | $104,251-8.1% | $91,001+5.3% | $147,584-35.1% |
| Participation rate | 86.4% | 78.2%+8.1pp | 75.6%+10.8pp | 82.8%+3.5pp |
| Annual return | 14.34% | 27.06%-12.7pp | 4.60%+9.7pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,631 | $3,116-47.6% | $2,456-33.6% | $4,876-66.5% |
| Participant deferral / active EE | $3,807 | $4,195-9.2% | $3,547+7.3% | $5,439-30.0% |
| Admin fee / account holder | $6,818 | $8,948-23.8% | $5,417+25.9% | $10,885-37.4% |