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 | $87,197 | $106,584-18.2% | $101,326-13.9% | $142,382-38.8% |
| Participation rate | 76.5% | 82.7%-6.2pp | 81.5%-5.0pp | 80.1%-3.6pp |
| Annual return | 17.21% | 36.93%-19.7pp | 36.82%-19.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,295 | $3,956+33.8% | $3,665+44.5% | $4,299+23.2% |
| Participant deferral / active EE | $6,353 | $8,297-23.4% | $7,994-20.5% | $6,507-2.4% |
| Admin fee / account holder | $21,291 | $11,446+86.0% | $11,185+90.3% | $12,624+68.7% |