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 | $90,635 | $110,257-17.8% | $96,544-6.1% | $139,434-35.0% |
| Participation rate | 70.8% | 78.1%-7.3pp | 76.0%-5.1pp | 80.3%-9.5pp |
| Annual return | 9.75% | 26.32%-16.6pp | 25.84%-16.1pp | 372.94%-363.2pp |
| Employer contribution / active EE | $3,645 | $3,620+0.7% | $2,965+23.0% | $4,751-23.3% |
| Participant deferral / active EE | $7,033 | $5,548+26.8% | $4,851+45.0% | $6,710+4.8% |
| Admin fee / account holder | $55,765 | $11,591+381.1% | $8,252+575.8% | $11,403+389.1% |