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 | $91,999 | $106,515-13.6% | $96,683-4.8% | $139,434-34.0% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.7pp |
| Annual return | 19.98% | 38.43%-18.4pp | 35.69%-15.7pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,201 | $4,103-70.7% | $3,737-67.9% | $4,751-74.7% |
| Participant deferral / active EE | $3,179 | $5,454-41.7% | $4,878-34.8% | $6,710-52.6% |
| Admin fee / account holder | $1,224 | $7,877-84.5% | $6,730-81.8% | $11,403-89.3% |