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 | $115,946 | $127,065-8.8% | $113,168+2.5% | $142,382-18.6% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 14.40% | 24.03%-9.6pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,855 | $3,442-46.1% | $2,975-37.7% | $4,299-56.9% |
| Participant deferral / active EE | $6,837 | $5,716+19.6% | $5,107+33.9% | $6,507+5.1% |
| Admin fee / account holder | $17,352 | $15,736+10.3% | $12,068+43.8% | $12,624+37.5% |