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 | $92,868 | $112,729-17.6% | $98,716-5.9% | $137,256-32.3% |
| Participation rate | 86.4% | 74.2%+12.1pp | 69.3%+17.1pp | 80.0%+6.4pp |
| Annual return | 14.10% | 38.48%-24.4pp | 31.81%-17.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,328 | $2,725-51.3% | $2,279-41.7% | $4,156-68.0% |
| Participant deferral / active EE | $2,726 | $4,640-41.3% | $4,048-32.7% | $6,407-57.5% |
| Admin fee / account holder | $3,642 | $10,129-64.0% | $8,703-58.2% | $12,270-70.3% |