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 | $105,954 | $138,065-23.3% | $123,544-14.2% | $135,375-21.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 3.21% | 153.68%-150.5pp | 119.20%-116.0pp | 519.73%-516.5pp |
| Employer contribution / active EE | $2,308 | $5,151-55.2% | $4,628-50.1% | $4,779-51.7% |
| Participant deferral / active EE | $3,535 | $6,799-48.0% | $6,426-45.0% | $5,609-37.0% |
| Admin fee / account holder | $16,949 | $10,916+55.3% | $9,284+82.6% | $10,827+56.5% |