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 | $87,811 | $127,264-31.0% | $109,895-20.1% | $167,490-47.6% |
| Participation rate | 82.4% | 77.9%+4.5pp | 74.2%+8.1pp | 82.1%+0.2pp |
| Annual return | 8.97% | 22.97%-14.0pp | 29.45%-20.5pp | 478.56%-469.6pp |
| Employer contribution / active EE | $1,781 | $3,322-46.4% | $2,842-37.3% | $4,837-63.2% |
| Participant deferral / active EE | $4,822 | $4,514+6.8% | $4,048+19.1% | $6,341-24.0% |
| Admin fee / account holder | $19,586 | $7,114+175.3% | $6,066+222.9% | $12,309+59.1% |