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 | $79,135 | $127,065-37.7% | $113,168-30.1% | $142,382-44.4% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 16.42% | 24.03%-7.6pp | 24.27%-7.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,971 | $3,442-42.7% | $2,975-33.7% | $4,299-54.1% |
| Participant deferral / active EE | $3,638 | $5,716-36.4% | $5,107-28.8% | $6,507-44.1% |
| Admin fee / account holder | $2,284 | $15,736-85.5% | $12,068-81.1% | $12,624-81.9% |