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 | $99,347 | $127,065-21.8% | $113,168-12.2% | $142,382-30.2% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 21.43% | 24.03%-2.6pp | 24.27%-2.8pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,500 | $3,442-27.4% | $2,975-16.0% | $4,299-41.9% |
| Participant deferral / active EE | $6,065 | $5,716+6.1% | $5,107+18.8% | $6,507-6.8% |
| Admin fee / account holder | $1,130 | $15,736-92.8% | $12,068-90.6% | $12,624-91.0% |