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 | $93,195 | $162,781-42.7% | $133,956-30.4% | $158,922-41.4% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 14.54% | 41.94%-27.4pp | 45.09%-30.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,495 | $4,975-49.8% | $3,919-36.3% | $4,761-47.6% |
| Participant deferral / active EE | $7,921 | $5,911+34.0% | $5,048+56.9% | $5,982+32.4% |
| Admin fee / account holder | $39,245 | $11,736+234.4% | $8,927+339.6% | $11,246+249.0% |