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 | $97,731 | $127,386-23.3% | $115,037-15.0% | $125,391-22.1% |
| Participation rate | 93.3% | 84.2%+9.2pp | 81.4%+12.0pp | 83.2%+10.1pp |
| Annual return | -0.39% | 31.28%-31.7pp | 26.14%-26.5pp | 282.22%-282.6pp |
| Employer contribution / active EE | $3,019 | $5,166-41.6% | $4,608-34.5% | $4,866-38.0% |
| Participant deferral / active EE | $12,310 | $6,423+91.7% | $6,026+104.3% | $5,352+130.0% |
| Admin fee / account holder | $17,199 | $9,516+80.7% | $8,175+110.4% | $9,540+80.3% |