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 | $99,560 | $103,376-3.7% | $87,100+14.3% | $152,861-34.9% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.9%-6.9pp | 82.4%-12.4pp |
| Annual return | 17.59% | 28.10%-10.5pp | 28.19%-10.6pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,996 | $3,220-38.0% | $2,521-20.8% | $4,762-58.1% |
| Participant deferral / active EE | $5,116 | $4,778+7.1% | $4,049+26.4% | $5,850-12.5% |
| Admin fee / account holder | $879 | $12,205-92.8% | $7,497-88.3% | $11,596-92.4% |