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 | $104,276 | $111,754-6.7% | $103,333+0.9% | $145,922-28.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 10.42% | 24.77%-14.4pp | 24.88%-14.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $4,000 | $4,212-5.0% | $3,868+3.4% | $4,660-14.2% |
| Participant deferral / active EE | $3,652 | $5,619-35.0% | $5,057-27.8% | $6,688-45.4% |
| Admin fee / account holder | $1,391 | $9,750-85.7% | $8,355-83.4% | $13,397-89.6% |