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 | $91,197 | $117,841-22.6% | $102,423-11.0% | $145,922-37.5% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 11.46% | 31.65%-20.2pp | 29.32%-17.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,029 | $3,615-43.9% | $3,023-32.9% | $4,660-56.5% |
| Participant deferral / active EE | $3,875 | $5,731-32.4% | $5,053-23.3% | $6,688-42.1% |
| Admin fee / account holder | $2,727 | $13,326-79.5% | $9,451-71.1% | $13,397-79.6% |