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 | $96,991 | $140,940-31.2% | $112,229-13.6% | $139,434-30.4% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 15.28% | 32.71%-17.4pp | 30.20%-14.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,087 | $4,283-51.3% | $3,430-39.1% | $4,751-56.1% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $3,459 | $9,954-65.3% | $7,748-55.4% | $11,403-69.7% |