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 | $74,076 | $106,515-30.5% | $96,683-23.4% | $139,434-46.9% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 15.12% | 38.43%-23.3pp | 35.69%-20.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,081 | $4,103-73.7% | $3,737-71.1% | $4,751-77.3% |
| Participant deferral / active EE | $2,133 | $5,454-60.9% | $4,878-56.3% | $6,710-68.2% |
| Admin fee / account holder | $12,286 | $7,877+56.0% | $6,730+82.6% | $11,403+7.7% |