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 | $111,584 | $111,754-0.2% | $103,333+8.0% | $145,922-23.5% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.2pp |
| Annual return | 14.61% | 24.77%-10.2pp | 24.88%-10.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,123 | $4,212-49.6% | $3,868-45.1% | $4,660-54.4% |
| Participant deferral / active EE | $4,636 | $5,619-17.5% | $5,057-8.3% | $6,688-30.7% |
| Admin fee / account holder | $2,647 | $9,750-72.9% | $8,355-68.3% | $13,397-80.2% |