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 | $107,937 | $117,841-8.4% | $102,423+5.4% | $145,922-26.0% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 9.84% | 31.65%-21.8pp | 29.32%-19.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,111 | $3,615-69.3% | $3,023-63.3% | $4,660-76.2% |
| Participant deferral / active EE | $2,872 | $5,731-49.9% | $5,053-43.2% | $6,688-57.0% |
| Admin fee / account holder | $1,751 | $13,326-86.9% | $9,451-81.5% | $13,397-86.9% |