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 | $114,769 | $110,261+4.1% | $95,745+19.9% | $139,434-17.7% |
| Participation rate | 76.9% | 75.8%+1.2pp | 72.3%+4.7pp | 80.3%-3.4pp |
| Annual return | 16.45% | 27.11%-10.7pp | 28.35%-11.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,398 | $3,257-26.4% | $2,835-15.4% | $4,751-49.5% |
| Participant deferral / active EE | $3,747 | $4,676-19.9% | $4,245-11.7% | $6,710-44.2% |
| Admin fee / account holder | $321 | $6,613-95.2% | $5,678-94.4% | $11,403-97.2% |