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 | $119,090 | $180,028-33.8% | $138,135-13.8% | $158,922-25.1% |
| Participation rate | 80.0% | 82.2%-2.2pp | 78.7%+1.3pp | 82.0%-2.0pp |
| Annual return | 16.65% | 21.68%-5.0pp | 20.51%-3.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,212 | $7,470-83.8% | $5,587-78.3% | $4,761-74.5% |
| Participant deferral / active EE | $3,761 | $7,717-51.3% | $6,431-41.5% | $5,982-37.1% |
| Admin fee / account holder | $71,715 | $17,912+300.4% | $11,856+504.9% | $11,246+537.7% |