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 | $107,692 | $111,814-3.7% | $103,374+4.2% | $145,959-26.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 9.66% | 24.77%-15.1pp | 24.89%-15.2pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,585 | $4,214-38.7% | $3,869-33.2% | $4,661-44.5% |
| Participant deferral / active EE | $13,742 | $5,618+144.6% | $5,058+171.7% | $6,689+105.5% |
| Admin fee / account holder | $5,239 | $9,754-46.3% | $8,394-37.6% | $13,398-60.9% |