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 | $81,875 | $118,450-30.9% | $98,439-16.8% | $139,434-41.3% |
| Participation rate | 91.3% | 77.4%+13.9pp | 75.2%+16.1pp | 80.3%+11.0pp |
| Annual return | 16.27% | 18.94%-2.7pp | 21.16%-4.9pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,261 | $3,609-9.7% | $3,048+7.0% | $4,751-31.4% |
| Participant deferral / active EE | $3,688 | $5,392-31.6% | $4,738-22.2% | $6,710-45.0% |
| Admin fee / account holder | $703 | $14,026-95.0% | $8,948-92.1% | $11,403-93.8% |