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 | $98,043 | $103,376-5.2% | $87,100+12.6% | $152,861-35.9% |
| Participation rate | 79.2% | 79.3%-0.2pp | 76.9%+2.3pp | 82.4%-3.3pp |
| Annual return | 18.34% | 28.10%-9.8pp | 28.19%-9.9pp | 345.32%-327.0pp |
| Employer contribution / active EE | $770 | $3,220-76.1% | $2,521-69.5% | $4,762-83.8% |
| Participant deferral / active EE | $2,327 | $4,778-51.3% | $4,049-42.5% | $5,850-60.2% |
| Admin fee / account holder | $4,593 | $12,205-62.4% | $7,497-38.7% | $11,596-60.4% |