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 | $91,587 | $101,069-9.4% | $81,478+12.4% | $147,584-37.9% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 19.42% | 32.40%-13.0pp | 38.78%-19.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,000 | $3,205-37.6% | $2,568-22.1% | $4,876-59.0% |
| Participant deferral / active EE | $3,272 | $4,242-22.9% | $3,537-7.5% | $5,439-39.8% |
| Admin fee / account holder | $5,682 | $5,812-2.2% | $4,561+24.6% | $10,885-47.8% |