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 | $116,288 | $127,065-8.5% | $113,168+2.8% | $142,382-18.3% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 14.35% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,215 | $3,442-35.7% | $2,975-25.6% | $4,299-48.5% |
| Participant deferral / active EE | $5,696 | $5,716-0.4% | $5,107+11.5% | $6,507-12.5% |
| Admin fee / account holder | $664 | $15,736-95.8% | $12,068-94.5% | $12,624-94.7% |