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 | $72,742 | $106,515-31.7% | $96,683-24.8% | $139,434-47.8% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.7pp |
| Annual return | 19.89% | 38.43%-18.5pp | 35.69%-15.8pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,349 | $4,103-42.8% | $3,737-37.1% | $4,751-50.6% |
| Participant deferral / active EE | $2,876 | $5,454-47.3% | $4,878-41.0% | $6,710-57.1% |
| Admin fee / account holder | $12,328 | $7,877+56.5% | $6,730+83.2% | $11,403+8.1% |