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 | $106,686 | $110,257-3.2% | $96,544+10.5% | $139,434-23.5% |
| Participation rate | 73.3% | 78.1%-4.8pp | 76.0%-2.6pp | 80.3%-7.0pp |
| Annual return | 15.61% | 26.32%-10.7pp | 25.84%-10.2pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,615 | $3,620-55.4% | $2,965-45.5% | $4,751-66.0% |
| Participant deferral / active EE | $2,526 | $5,548-54.5% | $4,851-47.9% | $6,710-62.4% |
| Admin fee / account holder | $14,603 | $11,591+26.0% | $8,252+77.0% | $11,403+28.1% |