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 | $107,553 | $78,485+37.0% | $106,213+1.3% | $74,495+44.4% |
| Participation rate | 74.8% | 72.8%+2.0pp | 75.3%-0.5pp | 67.2%+7.6pp |
| Annual return | 14.46% | 15.95%-1.5pp | 116.14%-101.7pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,744 | $2,523-30.9% | $3,171-45.0% | $2,623-33.5% |
| Participant deferral / active EE | $4,179 | $4,322-3.3% | $5,016-16.7% | $4,346-3.8% |
| Admin fee / account holder | $10,436 | $2,232+367.6% | $11,033-5.4% | $1,942+437.5% |