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 | $85,127 | $106,515-20.1% | $96,683-12.0% | $139,434-38.9% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 13.19% | 38.43%-25.2pp | 35.69%-22.5pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,434 | $4,103-65.1% | $3,737-61.6% | $4,751-69.8% |
| Participant deferral / active EE | $3,925 | $5,454-28.0% | $4,878-19.5% | $6,710-41.5% |
| Admin fee / account holder | $75,016 | $7,877+852.4% | $6,730+1014.7% | $11,403+557.9% |