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 | $209,468 | $228,332-8.3% | $185,823+12.7% | $158,922+31.8% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 10.95% | 40.80%-29.9pp | 35.95%-25.0pp | 302.83%-291.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $13,145 | $6,415+104.9% | $5,632+133.4% | $5,982+119.7% |
| Admin fee / account holder | $5,926 | $11,864-50.1% | $9,500-37.6% | $11,246-47.3% |