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 | $112,804 | $106,515+5.9% | $96,683+16.7% | $139,434-19.1% |
| Participation rate | 73.7% | 77.8%-4.2pp | 74.3%-0.7pp | 80.3%-6.6pp |
| Annual return | 13.17% | 38.43%-25.3pp | 35.69%-22.5pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,392 | $4,103-41.7% | $3,737-36.0% | $4,751-49.6% |
| Participant deferral / active EE | $4,372 | $5,454-19.8% | $4,878-10.4% | $6,710-34.8% |
| Admin fee / account holder | $3,027 | $7,877-61.6% | $6,730-55.0% | $11,403-73.5% |