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 | $99,344 | $111,754-11.1% | $103,333-3.9% | $145,922-31.9% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-6.9pp |
| Annual return | 10.71% | 24.77%-14.1pp | 24.88%-14.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,246 | $4,212-22.9% | $3,868-16.1% | $4,660-30.3% |
| Participant deferral / active EE | $6,171 | $5,619+9.8% | $5,057+22.0% | $6,688-7.7% |
| Admin fee / account holder | $20,707 | $9,750+112.4% | $8,355+147.9% | $13,397+54.6% |