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 | $93,290 | $124,425-25.0% | $112,040-16.7% | $137,256-32.0% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 17.12% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,452 | $3,411-57.4% | $2,954-50.8% | $4,156-65.1% |
| Participant deferral / active EE | $1,944 | $5,718-66.0% | $5,098-61.9% | $6,407-69.7% |
| Admin fee / account holder | $825 | $15,207-94.6% | $12,098-93.2% | $12,270-93.3% |