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 | $115,268 | $115,882-0.5% | $100,516+14.7% | $158,922-27.5% |
| Participation rate | 83.3% | 81.6%+1.8pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 12.78% | 34.79%-22.0pp | 30.89%-18.1pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,909 | $4,103-53.5% | $3,418-44.1% | $4,761-59.9% |
| Participant deferral / active EE | $4,574 | $6,674-31.5% | $6,270-27.0% | $5,982-23.5% |
| Admin fee / account holder | $8,586 | $10,995-21.9% | $8,081+6.2% | $11,246-23.7% |