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 | $107,071 | $127,065-15.7% | $113,168-5.4% | $142,382-24.8% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 16.84% | 24.03%-7.2pp | 24.27%-7.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,845 | $3,442-17.3% | $2,975-4.4% | $4,299-33.8% |
| Participant deferral / active EE | $7,223 | $5,716+26.4% | $5,107+41.4% | $6,507+11.0% |
| Admin fee / account holder | $11,079 | $15,736-29.6% | $12,068-8.2% | $12,624-12.2% |