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 | $72,543 | $106,515-31.9% | $96,683-25.0% | $139,434-48.0% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 11.71% | 38.43%-26.7pp | 35.69%-24.0pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,713 | $4,103-33.9% | $3,737-27.4% | $4,751-42.9% |
| Participant deferral / active EE | $7,409 | $5,454+35.9% | $4,878+51.9% | $6,710+10.4% |
| Admin fee / account holder | $22,736 | $7,877+188.6% | $6,730+237.9% | $11,403+99.4% |