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 | $99,408 | $117,983-15.7% | $101,794-2.3% | $142,382-30.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 14.41% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,469 | $2,773-11.0% | $2,289+7.9% | $4,299-42.6% |
| Participant deferral / active EE | $6,334 | $4,714+34.4% | $4,084+55.1% | $6,507-2.7% |
| Admin fee / account holder | $19,077 | $10,433+82.8% | $8,777+117.3% | $12,624+51.1% |