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 | $98,640 | $112,729-12.5% | $98,716-0.1% | $137,256-28.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 15.09% | 38.48%-23.4pp | 31.81%-16.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,862 | $2,725-31.7% | $2,279-18.3% | $4,156-55.2% |
| Participant deferral / active EE | $2,419 | $4,640-47.9% | $4,048-40.2% | $6,407-62.2% |
| Admin fee / account holder | $1,632 | $10,129-83.9% | $8,703-81.2% | $12,270-86.7% |