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 | $126,173 | $127,065-0.7% | $113,168+11.5% | $142,382-11.4% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 12.15% | 24.03%-11.9pp | 24.27%-12.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,084 | $3,442-68.5% | $2,975-63.6% | $4,299-74.8% |
| Participant deferral / active EE | $2,309 | $5,716-59.6% | $5,107-54.8% | $6,507-64.5% |
| Admin fee / account holder | $39,914 | $15,736+153.6% | $12,068+230.8% | $12,624+216.2% |