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 | $107,978 | $115,770-6.7% | $101,248+6.6% | $158,922-32.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 13.16% | 56.14%-43.0pp | 46.47%-33.3pp | 302.83%-289.7pp |
| Employer contribution / active EE | $3,354 | $4,175-19.7% | $3,660-8.4% | $4,761-29.6% |
| Participant deferral / active EE | $7,239 | $4,957+46.0% | $4,370+65.6% | $5,982+21.0% |
| Admin fee / account holder | $26,804 | $7,245+270.0% | $5,945+350.8% | $11,246+138.4% |