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 | $115,767 | $133,922-13.6% | $116,228-0.4% | $142,382-18.7% |
| Participation rate | 78.3% | 77.9%+0.4pp | 74.6%+3.7pp | 80.1%-1.9pp |
| Annual return | 12.26% | 147.76%-135.5pp | 90.06%-77.8pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,268 | $3,446-63.2% | $2,994-57.7% | $4,299-70.5% |
| Participant deferral / active EE | $3,455 | $5,672-39.1% | $4,953-30.3% | $6,507-46.9% |
| Admin fee / account holder | $16,907 | $14,945+13.1% | $11,989+41.0% | $12,624+33.9% |