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 | $117,145 | $117,841-0.6% | $102,423+14.4% | $145,922-19.7% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 10.65% | 31.65%-21.0pp | 29.32%-18.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,785 | $3,615-50.6% | $3,023-41.0% | $4,660-61.7% |
| Participant deferral / active EE | $6,565 | $5,731+14.5% | $5,053+29.9% | $6,688-1.8% |
| Admin fee / account holder | $2,992 | $13,326-77.5% | $9,451-68.3% | $13,397-77.7% |