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 | $110,737 | $114,381-3.2% | $107,525+3.0% | $142,382-22.2% |
| Participation rate | 95.5% | 78.1%+17.3pp | 75.1%+20.4pp | 80.1%+15.3pp |
| Annual return | 17.09% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,267 | $4,015-18.6% | $3,754-12.9% | $4,299-24.0% |
| Participant deferral / active EE | $6,870 | $5,564+23.5% | $5,116+34.3% | $6,507+5.6% |
| Admin fee / account holder | $7,697 | $9,860-21.9% | $8,919-13.7% | $12,624-39.0% |