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 | $76,983 | $111,754-31.1% | $103,333-25.5% | $145,922-47.2% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.7pp |
| Annual return | 15.59% | 24.77%-9.2pp | 24.88%-9.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,664 | $4,212-36.8% | $3,868-31.1% | $4,660-42.8% |
| Participant deferral / active EE | $4,845 | $5,619-13.8% | $5,057-4.2% | $6,688-27.5% |
| Admin fee / account holder | $8,046 | $9,750-17.5% | $8,355-3.7% | $13,397-39.9% |