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 | $99,408 | $152,587-34.9% | $125,175-20.6% | $152,861-35.0% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.4%+10.9pp |
| Annual return | 19.47% | 54.84%-35.4pp | 43.79%-24.3pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,616 | $4,946-67.3% | $3,865-58.2% | $4,762-66.1% |
| Participant deferral / active EE | $3,507 | $5,868-40.2% | $4,937-29.0% | $5,850-40.1% |
| Admin fee / account holder | $1,691 | $13,434-87.4% | $9,702-82.6% | $11,596-85.4% |