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 | $89,278 | $111,754-20.1% | $103,333-13.6% | $145,922-38.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.84% | 24.77%-13.9pp | 24.88%-14.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,064 | $4,212-74.8% | $3,868-72.5% | $4,660-77.2% |
| Participant deferral / active EE | $2,382 | $5,619-57.6% | $5,057-52.9% | $6,688-64.4% |
| Admin fee / account holder | $3,659 | $9,750-62.5% | $8,355-56.2% | $13,397-72.7% |