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 | $120,633 | $124,281-2.9% | $109,143+10.5% | $167,490-28.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 15.77% | 26.04%-10.3pp | 25.75%-10.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $877 | $4,207-79.2% | $3,722-76.4% | $4,837-81.9% |
| Participant deferral / active EE | $4,017 | $5,255-23.6% | $4,653-13.7% | $6,341-36.7% |
| Admin fee / account holder | $85,812 | $7,970+976.7% | $6,752+1170.9% | $12,309+597.1% |