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 | $104,970 | $111,301-5.7% | $112,977-7.1% | $158,922-33.9% |
| Participation rate | 92.9% | 83.5%+9.4pp | 82.6%+10.3pp | 82.0%+10.9pp |
| Annual return | 12.36% | 26.40%-14.0pp | 24.24%-11.9pp | 302.83%-290.5pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $4,255-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,321 | $5,880-26.5% | $5,836-26.0% | $5,982-27.8% |
| Admin fee / account holder | $989 | $8,392-88.2% | $6,294-84.3% | $11,246-91.2% |