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 | $103,870 | $124,319-16.4% | $111,297-6.7% | $167,490-38.0% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 19.55% | 37.44%-17.9pp | 54.65%-35.1pp | 478.56%-459.0pp |
| Employer contribution / active EE | $1,154 | $3,435-66.4% | $2,731-57.8% | $4,837-76.2% |
| Participant deferral / active EE | $4,855 | $5,180-6.3% | $4,487+8.2% | $6,341-23.4% |
| Admin fee / account holder | $20,719 | $10,618+95.1% | $7,964+160.2% | $12,309+68.3% |