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 | $114,510 | $127,065-9.9% | $113,168+1.2% | $142,382-19.6% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 13.11% | 24.03%-10.9pp | 24.27%-11.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,332 | $3,442-32.2% | $2,975-21.6% | $4,299-45.8% |
| Participant deferral / active EE | $3,613 | $5,716-36.8% | $5,107-29.3% | $6,507-44.5% |
| Admin fee / account holder | $1,010 | $15,736-93.6% | $12,068-91.6% | $12,624-92.0% |