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 | $90,764 | $101,069-10.2% | $81,478+11.4% | $147,584-38.5% |
| Participation rate | 91.7% | 74.5%+17.2pp | 68.0%+23.7pp | 82.8%+8.8pp |
| Annual return | 14.34% | 32.40%-18.1pp | 38.78%-24.4pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,692 | $3,205-47.2% | $2,568-34.1% | $4,876-65.3% |
| Participant deferral / active EE | $3,280 | $4,242-22.7% | $3,537-7.3% | $5,439-39.7% |
| Admin fee / account holder | $626 | $5,812-89.2% | $4,561-86.3% | $10,885-94.3% |