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 | $96,030 | $124,425-22.8% | $112,040-14.3% | $137,256-30.0% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 18.77% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $6,956 | $3,411+103.9% | $2,954+135.5% | $4,156+67.4% |
| Participant deferral / active EE | $8,108 | $5,718+41.8% | $5,098+59.1% | $6,407+26.6% |
| Admin fee / account holder | $569 | $15,207-96.3% | $12,098-95.3% | $12,270-95.4% |