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 | $103,092 | $165,984-37.9% | $164,813-37.4% | $145,922-29.4% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 15.62% | 100.03%-84.4pp | 69.93%-54.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,064 | $5,273-41.9% | $4,341-29.4% | $4,660-34.3% |
| Participant deferral / active EE | $5,923 | $6,959-14.9% | $6,031-1.8% | $6,688-11.4% |
| Admin fee / account holder | $774 | $16,648-95.4% | $12,690-93.9% | $13,397-94.2% |