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 | $82,732 | $96,965-14.7% | $97,995-15.6% | $147,584-43.9% |
| Participation rate | 80.0% | 83.6%-3.6pp | 82.4%-2.4pp | 82.8%-2.8pp |
| Annual return | 16.16% | 24.11%-8.0pp | 23.94%-7.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $0 | $4,536-100.0% | $4,158-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,714 | $5,081-26.9% | $5,097-27.1% | $5,439-31.7% |
| Admin fee / account holder | $2,410 | $8,120-70.3% | $5,943-59.4% | $10,885-77.9% |