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 | $112,729-11.8% | $98,716+0.7% | $137,256-27.6% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 14.41% | 38.48%-24.1pp | 31.81%-17.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,469 | $2,725-9.4% | $2,279+8.3% | $4,156-40.6% |
| Participant deferral / active EE | $6,334 | $4,640+36.5% | $4,048+56.5% | $6,407-1.1% |
| Admin fee / account holder | $19,077 | $10,129+88.3% | $8,703+119.2% | $12,270+55.5% |