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 | $87,115 | $113,339-23.1% | $94,993-8.3% | $147,584-41.0% |
| Participation rate | 76.2% | 78.0%-1.8pp | 73.9%+2.3pp | 82.8%-6.6pp |
| Annual return | 17.27% | 20.77%-3.5pp | 27.12%-9.9pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,401 | $3,160-55.7% | $2,603-46.2% | $4,876-71.3% |
| Participant deferral / active EE | $4,324 | $3,777+14.5% | $3,317+30.4% | $5,439-20.5% |
| Admin fee / account holder | $6,779 | $6,063+11.8% | $4,960+36.7% | $10,885-37.7% |