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 | $97,403 | $111,754-12.8% | $103,333-5.7% | $145,922-33.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 16.57% | 24.77%-8.2pp | 24.88%-8.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,346 | $4,212-44.3% | $3,868-39.4% | $4,660-49.7% |
| Participant deferral / active EE | $5,457 | $5,619-2.9% | $5,057+7.9% | $6,688-18.4% |
| Admin fee / account holder | $6,948 | $9,750-28.7% | $8,355-16.8% | $13,397-48.1% |