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 | $93,507 | $112,096-16.6% | $95,952-2.5% | $158,922-41.2% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 15.89% | 171.09%-155.2pp | 91.61%-75.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,582 | $3,198-50.5% | $2,541-37.8% | $4,761-66.8% |
| Participant deferral / active EE | $4,958 | $4,784+3.6% | $4,167+19.0% | $5,982-17.1% |
| Admin fee / account holder | $5,173 | $10,130-48.9% | $6,795-23.9% | $11,246-54.0% |