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 | $103,355 | $124,425-16.9% | $112,040-7.8% | $137,256-24.7% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 12.97% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,419 | $3,411-29.1% | $2,954-18.1% | $4,156-41.8% |
| Participant deferral / active EE | $6,603 | $5,718+15.5% | $5,098+29.5% | $6,407+3.1% |
| Admin fee / account holder | $1,382 | $15,207-90.9% | $12,098-88.6% | $12,270-88.7% |