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 | $79,530 | $91,552-13.1% | $133,956-40.6% | $79,858-0.4% |
| Participation rate | 74.3% | 73.3%+1.0pp | 79.8%-5.5pp | 69.6%+4.7pp |
| Annual return | 15.49% | 61.85%-46.4pp | 45.09%-29.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,290 | $2,384-3.9% | $3,919-41.6% | $2,471-7.3% |
| Participant deferral / active EE | $5,268 | $3,733+41.1% | $5,048+4.4% | $3,740+40.9% |
| Admin fee / account holder | $18,231 | $6,321+188.4% | $8,927+104.2% | $5,306+243.6% |