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 | $94,877 | $110,257-13.9% | $96,544-1.7% | $139,434-32.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 13.56% | 26.32%-12.8pp | 25.84%-12.3pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,518 | $3,620-30.4% | $2,965-15.1% | $4,751-47.0% |
| Participant deferral / active EE | $5,485 | $5,548-1.1% | $4,851+13.1% | $6,710-18.3% |
| Admin fee / account holder | $69,752 | $11,591+501.8% | $8,252+745.2% | $11,403+511.7% |