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 | $115,531 | $149,734-22.8% | $118,925-2.9% | $158,922-27.3% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.8pp |
| Annual return | 12.05% | 19.95%-7.9pp | 35.88%-23.8pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,986 | $4,115-27.5% | $3,263-8.5% | $4,761-37.3% |
| Participant deferral / active EE | $2,986 | $5,223-42.8% | $4,265-30.0% | $5,982-50.1% |
| Admin fee / account holder | $6,348 | $8,603-26.2% | $6,581-3.5% | $11,246-43.5% |