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 | $102,380 | $102,828-0.4% | $105,387-2.9% | $152,861-33.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 21.87% | 20.85%+1.0pp | 26.82%-5.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $13,305 | $4,473+197.5% | $4,213+215.8% | $4,762+179.4% |
| Participant deferral / active EE | $5,687 | $5,465+4.1% | $5,502+3.4% | $5,850-2.8% |
| Admin fee / account holder | $530 | $8,683-93.9% | $6,559-91.9% | $11,596-95.4% |