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 | $88,240 | $109,982-19.8% | $97,226-9.2% | $145,922-39.5% |
| Participation rate | 94.4% | 75.9%+18.5pp | 72.7%+21.8pp | 80.3%+14.2pp |
| Annual return | 16.61% | 242.90%-226.3pp | 75.13%-58.5pp | 561.29%-544.7pp |
| Employer contribution / active EE | $3,096 | $3,084+0.4% | $2,729+13.5% | $4,660-33.6% |
| Participant deferral / active EE | $5,387 | $4,676+15.2% | $4,264+26.3% | $6,688-19.5% |
| Admin fee / account holder | $2,903 | $6,221-53.3% | $5,654-48.6% | $13,397-78.3% |