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 | $137,688 | $176,812-22.1% | $146,665-6.1% | $167,490-17.8% |
| Participation rate | 70.0% | 83.6%-13.6pp | 80.1%-10.1pp | 82.1%-12.1pp |
| Annual return | 13.81% | 24.03%-10.2pp | 22.74%-8.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,301 | $5,160-74.8% | $4,136-68.6% | $4,837-73.1% |
| Participant deferral / active EE | $3,048 | $6,440-52.7% | $5,506-44.6% | $6,341-51.9% |
| Admin fee / account holder | $617 | $13,259-95.3% | $10,280-94.0% | $12,309-95.0% |