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 | $83,355 | $96,635-13.7% | $86,612-3.8% | $139,434-40.2% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 16.73% | 106.41%-89.7pp | 591.07%-574.3pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,276 | $3,263-60.9% | $3,022-57.8% | $4,751-73.1% |
| Participant deferral / active EE | $1,650 | $4,836-65.9% | $4,438-62.8% | $6,710-75.4% |
| Admin fee / account holder | $11,299 | $6,408+76.3% | $5,614+101.3% | $11,403-0.9% |