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 | $97,009 | $124,281-21.9% | $109,143-11.1% | $167,490-42.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 11.10% | 26.04%-14.9pp | 25.75%-14.6pp | 478.56%-467.5pp |
| Employer contribution / active EE | $3,275 | $4,207-22.2% | $3,722-12.0% | $4,837-32.3% |
| Participant deferral / active EE | $3,850 | $5,255-26.7% | $4,653-17.3% | $6,341-39.3% |
| Admin fee / account holder | $9,019 | $7,970+13.2% | $6,752+33.6% | $12,309-26.7% |