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 | $116,963 | $111,754+4.7% | $103,333+13.2% | $145,922-19.8% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 12.59% | 24.77%-12.2pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,376 | $4,212-43.6% | $3,868-38.6% | $4,660-49.0% |
| Participant deferral / active EE | $4,111 | $5,619-26.8% | $5,057-18.7% | $6,688-38.5% |
| Admin fee / account holder | $18,406 | $9,750+88.8% | $8,355+120.3% | $13,397+37.4% |