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 | $91,912 | $162,781-43.5% | $133,956-31.4% | $158,922-42.2% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 15.24% | 41.94%-26.7pp | 45.09%-29.9pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,242 | $4,975-54.9% | $3,919-42.8% | $4,761-52.9% |
| Participant deferral / active EE | $2,832 | $5,911-52.1% | $5,048-43.9% | $5,982-52.7% |
| Admin fee / account holder | $2,226 | $11,736-81.0% | $8,927-75.1% | $11,246-80.2% |