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 | $96,357 | $126,574-23.9% | $106,213-9.3% | $145,922-34.0% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 11.80% | 224.79%-213.0pp | 116.14%-104.3pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,136 | $3,730-42.7% | $3,171-32.6% | $4,660-54.2% |
| Participant deferral / active EE | $7,059 | $5,724+23.3% | $5,016+40.7% | $6,688+5.6% |
| Admin fee / account holder | $104,079 | $17,304+501.5% | $11,033+843.3% | $13,397+676.9% |