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 | $68,871 | $124,425-44.6% | $112,040-38.5% | $137,256-49.8% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 17.43% | 24.72%-7.3pp | 24.52%-7.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,186 | $3,411-35.9% | $2,954-26.0% | $4,156-47.4% |
| Participant deferral / active EE | $5,996 | $5,718+4.9% | $5,098+17.6% | $6,407-6.4% |
| Admin fee / account holder | $4,337 | $15,207-71.5% | $12,098-64.1% | $12,270-64.7% |