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 | $98,295 | $124,281-20.9% | $109,143-9.9% | $167,490-41.3% |
| Participation rate | 72.2% | 79.4%-7.2pp | 75.9%-3.7pp | 82.1%-9.9pp |
| Annual return | 15.22% | 26.04%-10.8pp | 25.75%-10.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,399 | $4,207-43.0% | $3,722-35.6% | $4,837-50.4% |
| Participant deferral / active EE | $4,940 | $5,255-6.0% | $4,653+6.2% | $6,341-22.1% |
| Admin fee / account holder | $727 | $7,970-90.9% | $6,752-89.2% | $12,309-94.1% |