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 | $117,983-22.6% | $101,794-10.3% | $142,382-35.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 13.88% | 36.92%-23.0pp | 30.53%-16.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,634 | $2,773-41.1% | $2,289-28.6% | $4,299-62.0% |
| Participant deferral / active EE | $3,769 | $4,714-20.0% | $4,084-7.7% | $6,507-42.1% |
| Admin fee / account holder | $899 | $10,433-91.4% | $8,777-89.8% | $12,624-92.9% |