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 | $119,097 | $142,405-16.4% | $115,157+3.4% | $152,861-22.1% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 16.90% | 41.48%-24.6pp | 35.60%-18.7pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,324 | $4,010-42.0% | $3,179-26.9% | $4,762-51.2% |
| Participant deferral / active EE | $7,083 | $5,164+37.2% | $4,168+69.9% | $5,850+21.1% |
| Admin fee / account holder | $330 | $8,462-96.1% | $7,088-95.3% | $11,596-97.2% |