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 | $116,265 | $127,065-8.5% | $113,168+2.7% | $142,382-18.3% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 11.97% | 24.03%-12.1pp | 24.27%-12.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,595 | $3,442-53.7% | $2,975-46.4% | $4,299-62.9% |
| Participant deferral / active EE | $7,350 | $5,716+28.6% | $5,107+43.9% | $6,507+12.9% |
| Admin fee / account holder | $1,295 | $15,736-91.8% | $12,068-89.3% | $12,624-89.7% |