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 | $96,930 | $104,251-7.0% | $91,001+6.5% | $147,584-34.3% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 15.34% | 27.06%-11.7pp | 4.60%+10.7pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,589 | $3,116-16.9% | $2,456+5.4% | $4,876-46.9% |
| Participant deferral / active EE | $3,984 | $4,195-5.0% | $3,547+12.3% | $5,439-26.7% |
| Admin fee / account holder | $331 | $8,948-96.3% | $5,417-93.9% | $10,885-97.0% |