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 | $82,141 | $111,535-26.4% | $105,223-21.9% | $137,256-40.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 15.60% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,240 | $3,939-43.1% | $3,689-39.3% | $4,156-46.1% |
| Participant deferral / active EE | $4,732 | $5,500-14.0% | $5,072-6.7% | $6,407-26.1% |
| Admin fee / account holder | $13,616 | $9,721+40.1% | $8,859+53.7% | $12,270+11.0% |