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 | $99,681 | $133,922-25.6% | $116,228-14.2% | $142,382-30.0% |
| Participation rate | 79.2% | 77.9%+1.3pp | 74.6%+4.6pp | 80.1%-1.0pp |
| Annual return | 20.15% | 147.76%-127.6pp | 90.06%-69.9pp | 217.08%-196.9pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,752 | $5,672-33.8% | $4,953-24.2% | $6,507-42.3% |
| Admin fee / account holder | $2,356 | $14,945-84.2% | $11,989-80.3% | $12,624-81.3% |