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 | $93,784 | $115,770-19.0% | $101,248-7.4% | $158,922-41.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 12.66% | 56.14%-43.5pp | 46.47%-33.8pp | 302.83%-290.2pp |
| Employer contribution / active EE | $3,979 | $4,175-4.7% | $3,660+8.7% | $4,761-16.4% |
| Participant deferral / active EE | $3,926 | $4,957-20.8% | $4,370-10.2% | $5,982-34.4% |
| Admin fee / account holder | $4,006 | $7,245-44.7% | $5,945-32.6% | $11,246-64.4% |