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 | $102,543 | $162,781-37.0% | $133,956-23.5% | $158,922-35.5% |
| Participation rate | 73.7% | 83.2%-9.5pp | 79.8%-6.2pp | 82.0%-8.3pp |
| Annual return | 14.30% | 41.94%-27.6pp | 45.09%-30.8pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,714 | $4,975-45.4% | $3,919-30.7% | $4,761-43.0% |
| Participant deferral / active EE | $5,551 | $5,911-6.1% | $5,048+10.0% | $5,982-7.2% |
| Admin fee / account holder | $21,091 | $11,736+79.7% | $8,927+136.3% | $11,246+87.5% |