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 | $93,633 | $106,584-12.2% | $101,326-7.6% | $142,382-34.2% |
| Participation rate | 90.5% | 82.7%+7.8pp | 81.5%+9.0pp | 80.1%+10.4pp |
| Annual return | 21.20% | 36.93%-15.7pp | 36.82%-15.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,787 | $3,956-54.8% | $3,665-51.2% | $4,299-58.4% |
| Participant deferral / active EE | $5,130 | $8,297-38.2% | $7,994-35.8% | $6,507-21.2% |
| Admin fee / account holder | $921 | $11,446-92.0% | $11,185-91.8% | $12,624-92.7% |