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 | $106,905 | $157,256-32.0% | $141,162-24.3% | $152,861-30.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 17.30% | 64.32%-47.0pp | 71.39%-54.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $2,413 | $5,261-54.1% | $4,735-49.0% | $4,762-49.3% |
| Participant deferral / active EE | $8,397 | $7,109+18.1% | $6,709+25.2% | $5,850+43.5% |
| Admin fee / account holder | $36,067 | $12,120+197.6% | $10,261+251.5% | $11,596+211.0% |