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 | $111,621 | $110,257+1.2% | $96,544+15.6% | $139,434-19.9% |
| Participation rate | 93.8% | 78.1%+15.7pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | 17.04% | 26.32%-9.3pp | 25.84%-8.8pp | 372.94%-355.9pp |
| Employer contribution / active EE | $8,147 | $3,620+125.1% | $2,965+174.8% | $4,751+71.5% |
| Participant deferral / active EE | $3,285 | $5,548-40.8% | $4,851-32.3% | $6,710-51.0% |
| Admin fee / account holder | $3,899 | $11,591-66.4% | $8,252-52.8% | $11,403-65.8% |