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 | $109,902 | $162,781-32.5% | $133,956-18.0% | $158,922-30.8% |
| Participation rate | 92.3% | 83.2%+9.1pp | 79.8%+12.5pp | 82.0%+10.3pp |
| Annual return | 12.89% | 41.94%-29.0pp | 45.09%-32.2pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,426 | $4,975-51.2% | $3,919-38.1% | $4,761-49.1% |
| Participant deferral / active EE | $3,218 | $5,911-45.6% | $5,048-36.3% | $5,982-46.2% |
| Admin fee / account holder | $1,395 | $11,736-88.1% | $8,927-84.4% | $11,246-87.6% |