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 | $122,976 | $157,256-21.8% | $141,162-12.9% | $152,861-19.6% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 16.30% | 64.32%-48.0pp | 71.39%-55.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $3,794 | $5,261-27.9% | $4,735-19.9% | $4,762-20.3% |
| Participant deferral / active EE | $7,307 | $7,109+2.8% | $6,709+8.9% | $5,850+24.9% |
| Admin fee / account holder | $42,849 | $12,120+253.5% | $10,261+317.6% | $11,596+269.5% |