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 | $97,127 | $112,096-13.4% | $95,952+1.2% | $158,922-38.9% |
| Participation rate | 78.9% | 79.0%0pp | 77.1%+1.9pp | 82.0%-3.0pp |
| Annual return | 6.70% | 171.09%-164.4pp | 91.61%-84.9pp | 302.83%-296.1pp |
| Employer contribution / active EE | $4,367 | $3,198+36.5% | $2,541+71.9% | $4,761-8.3% |
| Participant deferral / active EE | $3,883 | $4,784-18.8% | $4,167-6.8% | $5,982-35.1% |
| Admin fee / account holder | $36,071 | $10,130+256.1% | $6,795+430.8% | $11,246+220.8% |