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 | $72,515 | $106,515-31.9% | $96,683-25.0% | $139,434-48.0% |
| Participation rate | 87.0% | 77.8%+9.1pp | 74.3%+12.6pp | 80.3%+6.6pp |
| Annual return | 15.44% | 38.43%-23.0pp | 35.69%-20.2pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,280 | $4,103-44.4% | $3,737-39.0% | $4,751-52.0% |
| Participant deferral / active EE | $3,768 | $5,454-30.9% | $4,878-22.7% | $6,710-43.8% |
| Admin fee / account holder | $943 | $7,877-88.0% | $6,730-86.0% | $11,403-91.7% |