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 | $96,661 | $124,281-22.2% | $109,143-11.4% | $167,490-42.3% |
| Participation rate | 78.6% | 79.4%-0.9pp | 75.9%+2.7pp | 82.1%-3.5pp |
| Annual return | 14.41% | 26.04%-11.6pp | 25.75%-11.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,414 | $4,207-66.4% | $3,722-62.0% | $4,837-70.8% |
| Participant deferral / active EE | $3,874 | $5,255-26.3% | $4,653-16.7% | $6,341-38.9% |
| Admin fee / account holder | $2,349 | $7,970-70.5% | $6,752-65.2% | $12,309-80.9% |