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 | $117,358 | $117,841-0.4% | $102,423+14.6% | $145,922-19.6% |
| Participation rate | 81.0% | 78.6%+2.4pp | 76.5%+4.5pp | 80.3%+0.7pp |
| Annual return | 8.62% | 31.65%-23.0pp | 29.32%-20.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,692 | $3,615-25.5% | $3,023-11.0% | $4,660-42.2% |
| Participant deferral / active EE | $4,650 | $5,731-18.9% | $5,053-8.0% | $6,688-30.5% |
| Admin fee / account holder | $2,021 | $13,326-84.8% | $9,451-78.6% | $13,397-84.9% |