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 | $96,983 | $118,849-18.4% | $96,562+0.4% | $167,490-42.1% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 14.47% | 50.49%-36.0pp | 37.78%-23.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $667 | $3,120-78.6% | $2,356-71.7% | $4,837-86.2% |
| Participant deferral / active EE | $2,044 | $4,616-55.7% | $3,849-46.9% | $6,341-67.8% |
| Admin fee / account holder | $1,373 | $8,065-83.0% | $6,181-77.8% | $12,309-88.8% |