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 | $73,344 | $117,983-37.8% | $101,794-27.9% | $142,382-48.5% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 17.02% | 36.92%-19.9pp | 30.53%-13.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,090 | $2,773-60.7% | $2,289-52.4% | $4,299-74.6% |
| Participant deferral / active EE | $4,854 | $4,714+3.0% | $4,084+18.8% | $6,507-25.4% |
| Admin fee / account holder | $2,147 | $10,433-79.4% | $8,777-75.5% | $12,624-83.0% |