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 | $85,747 | $110,257-22.2% | $96,544-11.2% | $139,434-38.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 17.98% | 26.32%-8.3pp | 25.84%-7.9pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,214 | $3,620-38.8% | $2,965-25.3% | $4,751-53.4% |
| Participant deferral / active EE | $4,247 | $5,548-23.5% | $4,851-12.5% | $6,710-36.7% |
| Admin fee / account holder | $8,293 | $11,591-28.5% | $8,252+0.5% | $11,403-27.3% |