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 | $115,468 | $106,515+8.4% | $96,683+19.4% | $139,434-17.2% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 15.51% | 38.43%-22.9pp | 35.69%-20.2pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,746 | $4,103-57.4% | $3,737-53.3% | $4,751-63.2% |
| Participant deferral / active EE | $3,309 | $5,454-39.3% | $4,878-32.2% | $6,710-50.7% |
| Admin fee / account holder | $2,252 | $7,877-71.4% | $6,730-66.5% | $11,403-80.2% |