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 | $99,494 | $117,381-15.2% | $99,443+0.1% | $152,861-34.9% |
| Participation rate | 91.7% | 77.5%+14.1pp | 73.8%+17.8pp | 82.4%+9.2pp |
| Annual return | 14.80% | 31.87%-17.1pp | 30.72%-15.9pp | 345.32%-330.5pp |
| Employer contribution / active EE | $642 | $3,013-78.7% | $2,540-74.7% | $4,762-86.5% |
| Participant deferral / active EE | $1,958 | $4,086-52.1% | $3,619-45.9% | $5,850-66.5% |
| Admin fee / account holder | $14,076 | $7,631+84.5% | $6,250+125.2% | $11,596+21.4% |