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 | $96,853 | $98,240-1.4% | $82,313+17.7% | $147,584-34.4% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 10.71% | 30.85%-20.1pp | 25.88%-15.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $1,076 | $3,192-66.3% | $2,428-55.7% | $4,876-77.9% |
| Participant deferral / active EE | $5,425 | $4,383+23.8% | $3,706+46.4% | $5,439-0.3% |
| Admin fee / account holder | $1,191 | $8,563-86.1% | $5,608-78.8% | $10,885-89.1% |