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 | $75,109 | $105,126-28.6% | $94,646-20.6% | $139,434-46.1% |
| Participation rate | 81.8% | 82.4%-0.5pp | 80.8%+1.0pp | 80.3%+1.5pp |
| Annual return | 15.62% | 38.03%-22.4pp | 156.71%-141.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,210 | $4,106-46.2% | $3,672-39.8% | $4,751-53.5% |
| Participant deferral / active EE | $4,903 | $7,599-35.5% | $7,418-33.9% | $6,710-26.9% |
| Admin fee / account holder | $8,498 | $8,984-5.4% | $7,231+17.5% | $11,403-25.5% |