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 | $97,593 | $115,770-15.7% | $101,248-3.6% | $158,922-38.6% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 9.55% | 56.14%-46.6pp | 46.47%-36.9pp | 302.83%-293.3pp |
| Employer contribution / active EE | $2,043 | $4,175-51.1% | $3,660-44.2% | $4,761-57.1% |
| Participant deferral / active EE | $3,052 | $4,957-38.4% | $4,370-30.2% | $5,982-49.0% |
| Admin fee / account holder | $4,690 | $7,245-35.3% | $5,945-21.1% | $11,246-58.3% |