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 | $91,287 | $112,729-19.0% | $98,716-7.5% | $137,256-33.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 13.88% | 38.48%-24.6pp | 31.81%-17.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,634 | $2,725-40.0% | $2,279-28.3% | $4,156-60.7% |
| Participant deferral / active EE | $3,769 | $4,640-18.8% | $4,048-6.9% | $6,407-41.2% |
| Admin fee / account holder | $899 | $10,129-91.1% | $8,703-89.7% | $12,270-92.7% |