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 | $104,701 | $107,334-2.5% | $92,893+12.7% | $152,861-31.5% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.4%-5.5pp |
| Annual return | 20.39% | 145.58%-125.2pp | 109.41%-89.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,187 | $4,221-48.2% | $3,653-40.1% | $4,762-54.1% |
| Participant deferral / active EE | $5,185 | $4,845+7.0% | $4,236+22.4% | $5,850-11.4% |
| Admin fee / account holder | $1,201 | $7,079-83.0% | $5,794-79.3% | $11,596-89.6% |