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 | $85,449 | $114,381-25.3% | $107,525-20.5% | $142,382-40.0% |
| Participation rate | 70.8% | 78.1%-7.3pp | 75.1%-4.2pp | 80.1%-9.3pp |
| Annual return | 16.12% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,353 | $4,015-41.4% | $3,754-37.3% | $4,299-45.3% |
| Participant deferral / active EE | $4,804 | $5,564-13.7% | $5,116-6.1% | $6,507-26.2% |
| Admin fee / account holder | $9,577 | $9,860-2.9% | $8,919+7.4% | $12,624-24.1% |