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 | $84,581 | $99,918-15.3% | $81,382+3.9% | $145,922-42.0% |
| Participation rate | 88.2% | 74.2%+14.1pp | 69.5%+18.8pp | 80.3%+8.0pp |
| Annual return | 10.36% | 34.32%-24.0pp | 24.73%-14.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,305 | $2,978-56.2% | $2,463-47.0% | $4,660-72.0% |
| Participant deferral / active EE | $2,959 | $4,605-35.7% | $3,883-23.8% | $6,688-55.8% |
| Admin fee / account holder | $4,663 | $8,212-43.2% | $5,768-19.2% | $13,397-65.2% |