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 | $99,827 | $99,032+0.8% | $80,019+24.8% | $135,375-26.3% |
| Participation rate | 95.7% | 78.4%+17.3pp | 75.8%+19.8pp | 82.6%+13.0pp |
| Annual return | 0.49% | 15.39%-14.9pp | 11.22%-10.7pp | 519.73%-519.2pp |
| Employer contribution / active EE | $1,966 | $3,043-35.4% | $2,468-20.3% | $4,779-58.9% |
| Participant deferral / active EE | $4,642 | $4,282+8.4% | $3,686+25.9% | $5,609-17.2% |
| Admin fee / account holder | $6,328 | $10,436-39.4% | $6,521-3.0% | $10,827-41.6% |