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 | $93,465 | $118,680-21.2% | $98,907-5.5% | $158,922-41.2% |
| Participation rate | 85.0% | 77.8%+7.2pp | 76.0%+9.0pp | 82.0%+3.0pp |
| Annual return | 20.93% | 372.35%-351.4pp | 196.43%-175.5pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,190 | $3,333-64.3% | $2,689-55.8% | $4,761-75.0% |
| Participant deferral / active EE | $5,113 | $5,088+0.5% | $4,244+20.5% | $5,982-14.5% |
| Admin fee / account holder | $8,174 | $10,131-19.3% | $6,642+23.1% | $11,246-27.3% |