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 | $99,326 | $127,386-22.0% | $115,037-13.7% | $125,391-20.8% |
| Participation rate | 85.0% | 84.2%+0.8pp | 81.4%+3.6pp | 83.2%+1.8pp |
| Annual return | 0.17% | 31.28%-31.1pp | 26.14%-26.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $2,788 | $5,166-46.0% | $4,608-39.5% | $4,866-42.7% |
| Participant deferral / active EE | $8,958 | $6,423+39.5% | $6,026+48.6% | $5,352+67.4% |
| Admin fee / account holder | $12,969 | $9,516+36.3% | $8,175+58.6% | $9,540+35.9% |