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 | $74,912 | $102,317-26.8% | $146,958-49.0% | $80,856-7.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 14.72% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,558 | $3,713-4.2% | $4,933-27.9% | $2,755+29.1% |
| Participant deferral / active EE | $3,612 | $6,644-45.6% | $8,070-55.2% | $4,296-15.9% |
| Admin fee / account holder | $13,249 | $7,941+66.8% | $12,998+1.9% | $6,918+91.5% |