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 | $99,849 | $98,240+1.6% | $82,313+21.3% | $147,584-32.3% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.6pp | 82.8%-9.5pp |
| Annual return | 10.53% | 30.85%-20.3pp | 25.88%-15.3pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,279 | $3,192-59.9% | $2,428-47.3% | $4,876-73.8% |
| Participant deferral / active EE | $3,057 | $4,383-30.3% | $3,706-17.5% | $5,439-43.8% |
| Admin fee / account holder | $2,946 | $8,563-65.6% | $5,608-47.5% | $10,885-72.9% |