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 | $128,843 | $162,781-20.8% | $133,956-3.8% | $158,922-18.9% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 21.39% | 41.94%-20.6pp | 45.09%-23.7pp | 302.83%-281.4pp |
| Employer contribution / active EE | $1,705 | $4,975-65.7% | $3,919-56.5% | $4,761-64.2% |
| Participant deferral / active EE | $9,483 | $5,911+60.4% | $5,048+87.9% | $5,982+58.5% |
| Admin fee / account holder | $4,503 | $11,736-61.6% | $8,927-49.6% | $11,246-60.0% |