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 | $94,841 | $131,829-28.1% | $108,579-12.7% | $273,961-65.4% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.6%-1.0pp | 83.0%-4.4pp |
| Annual return | 25.48% | -91.57%+117.0pp | -51.70%+77.2pp | 41.45%-16.0pp |
| Employer contribution / active EE | $4,500 | $4,912-8.4% | $3,758+19.7% | $4,869-7.6% |
| Participant deferral / active EE | $9,644 | $5,127+88.1% | $4,311+123.7% | $5,287+82.4% |
| Admin fee / account holder | $1,643 | $10,252-84.0% | $7,645-78.5% | $10,132-83.8% |