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 | $77,114 | $106,515-27.6% | $96,683-20.2% | $139,434-44.7% |
| Participation rate | 82.4% | 77.8%+4.5pp | 74.3%+8.0pp | 80.3%+2.0pp |
| Annual return | 13.40% | 38.43%-25.0pp | 35.69%-22.3pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,520 | $4,103-63.0% | $3,737-59.3% | $4,751-68.0% |
| Participant deferral / active EE | $3,016 | $5,454-44.7% | $4,878-38.2% | $6,710-55.1% |
| Admin fee / account holder | $446 | $7,877-94.3% | $6,730-93.4% | $11,403-96.1% |