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 | $115,960 | $105,859+9.5% | $90,160+28.6% | $147,584-21.4% |
| Participation rate | 85.0% | 79.7%+5.3pp | 76.9%+8.1pp | 82.8%+2.2pp |
| Annual return | 11.15% | 37.63%-26.5pp | 34.88%-23.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,996 | $4,126-51.6% | $3,318-39.9% | $4,876-59.1% |
| Participant deferral / active EE | $4,181 | $5,733-27.1% | $5,288-20.9% | $5,439-23.1% |
| Admin fee / account holder | $4,004 | $8,046-50.2% | $5,943-32.6% | $10,885-63.2% |