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 | $121,847 | $127,065-4.1% | $113,168+7.7% | $142,382-14.4% |
| Participation rate | 81.3% | 79.2%+2.0pp | 76.6%+4.7pp | 80.1%+1.1pp |
| Annual return | 16.78% | 24.03%-7.2pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,695 | $3,442-50.8% | $2,975-43.0% | $4,299-60.6% |
| Participant deferral / active EE | $6,216 | $5,716+8.7% | $5,107+21.7% | $6,507-4.5% |
| Admin fee / account holder | $1,950 | $15,736-87.6% | $12,068-83.8% | $12,624-84.6% |