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 | $105,991 | $124,281-14.7% | $109,143-2.9% | $167,490-36.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 14.07% | 26.04%-12.0pp | 25.75%-11.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,722 | $4,207-35.3% | $3,722-26.9% | $4,837-43.7% |
| Participant deferral / active EE | $4,649 | $5,255-11.5% | $4,653-0.1% | $6,341-26.7% |
| Admin fee / account holder | $447 | $7,970-94.4% | $6,752-93.4% | $12,309-96.4% |