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 | $90,607 | $127,065-28.7% | $113,168-19.9% | $142,382-36.4% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 12.19% | 24.03%-11.8pp | 24.27%-12.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,187 | $3,442-65.5% | $2,975-60.1% | $4,299-72.4% |
| Participant deferral / active EE | $2,618 | $5,716-54.2% | $5,107-48.7% | $6,507-59.8% |
| Admin fee / account holder | $15,759 | $15,736+0.1% | $12,068+30.6% | $12,624+24.8% |