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 | $108,090 | $111,754-3.3% | $103,333+4.6% | $145,922-25.9% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 19.99% | 24.77%-4.8pp | 24.88%-4.9pp | 561.29%-541.3pp |
| Employer contribution / active EE | $1,848 | $4,212-56.1% | $3,868-52.2% | $4,660-60.3% |
| Participant deferral / active EE | $4,119 | $5,619-26.7% | $5,057-18.6% | $6,688-38.4% |
| Admin fee / account holder | $3,175 | $9,750-67.4% | $8,355-62.0% | $13,397-76.3% |