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 | $98,291 | $121,625-19.2% | $104,607-6.0% | $158,922-38.2% |
| Participation rate | 73.3% | 77.5%-4.2pp | 74.1%-0.7pp | 82.0%-8.6pp |
| Annual return | 13.31% | 465.26%-452.0pp | 340.46%-327.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,095 | $3,163-33.8% | $2,681-21.8% | $4,761-56.0% |
| Participant deferral / active EE | $5,996 | $4,177+43.5% | $3,740+60.3% | $5,982+0.2% |
| Admin fee / account holder | $7,411 | $7,787-4.8% | $6,473+14.5% | $11,246-34.1% |