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 | $114,876 | $124,281-7.6% | $109,143+5.3% | $167,490-31.4% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 13.03% | 26.04%-13.0pp | 25.75%-12.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $3,795 | $4,207-9.8% | $3,722+2.0% | $4,837-21.5% |
| Participant deferral / active EE | $11,835 | $5,255+125.2% | $4,653+154.3% | $6,341+86.6% |
| Admin fee / account holder | $8,724 | $7,970+9.5% | $6,752+29.2% | $12,309-29.1% |