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 | $102,106 | $152,587-33.1% | $125,175-18.4% | $152,861-33.2% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.4%-9.7pp |
| Annual return | 18.62% | 54.84%-36.2pp | 43.79%-25.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,383 | $4,946-51.8% | $3,865-38.4% | $4,762-50.0% |
| Participant deferral / active EE | $5,301 | $5,868-9.7% | $4,937+7.4% | $5,850-9.4% |
| Admin fee / account holder | $54,569 | $13,434+306.2% | $9,702+462.4% | $11,596+370.6% |