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 | $88,576 | $127,777-30.7% | $106,548-16.9% | $167,490-47.1% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 11.63% | 33.87%-22.2pp | 26.80%-15.2pp | 478.56%-466.9pp |
| Employer contribution / active EE | $3,333 | $3,427-2.7% | $2,819+18.2% | $4,837-31.1% |
| Participant deferral / active EE | $5,578 | $5,087+9.6% | $4,398+26.8% | $6,341-12.0% |
| Admin fee / account holder | $4,366 | $11,228-61.1% | $7,407-41.1% | $12,309-64.5% |