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 | $76,107 | $94,338-19.3% | $100,534-24.3% | $142,382-46.5% |
| Participation rate | 75.0% | 81.7%-6.7pp | 80.6%-5.6pp | 80.1%-5.1pp |
| Annual return | 35.36% | 29.20%+6.2pp | 32.66%+2.7pp | 217.08%-181.7pp |
| Employer contribution / active EE | $3,660 | $4,237-13.6% | $4,346-15.8% | $4,299-14.9% |
| Participant deferral / active EE | $4,663 | $5,934-21.4% | $6,144-24.1% | $6,507-28.3% |
| Admin fee / account holder | $2,169 | $8,421-74.2% | $7,654-71.7% | $12,624-82.8% |