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 | $105,604 | $117,983-10.5% | $101,794+3.7% | $142,382-25.8% |
| Participation rate | 73.7% | 74.2%-0.5pp | 69.2%+4.5pp | 80.1%-6.4pp |
| Annual return | 22.19% | 36.92%-14.7pp | 30.53%-8.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,724 | $2,773-37.8% | $2,289-24.7% | $4,299-59.9% |
| Participant deferral / active EE | $3,934 | $4,714-16.5% | $4,084-3.7% | $6,507-39.5% |
| Admin fee / account holder | $1,275 | $10,433-87.8% | $8,777-85.5% | $12,624-89.9% |