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 | $86,479 | $105,859-18.3% | $90,160-4.1% | $147,584-41.4% |
| Participation rate | 77.8% | 79.7%-2.0pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 19.71% | 37.63%-17.9pp | 34.88%-15.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,880 | $4,126-30.2% | $3,318-13.2% | $4,876-40.9% |
| Participant deferral / active EE | $8,817 | $5,733+53.8% | $5,288+66.8% | $5,439+62.1% |
| Admin fee / account holder | $2,935 | $8,046-63.5% | $5,943-50.6% | $10,885-73.0% |