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 | $87,887 | $149,734-41.3% | $118,925-26.1% | $158,922-44.7% |
| Participation rate | 78.3% | 82.1%-3.8pp | 75.4%+2.9pp | 82.0%-3.7pp |
| Annual return | 20.94% | 19.95%+1.0pp | 35.88%-14.9pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,276 | $4,115-69.0% | $3,263-60.9% | $4,761-73.2% |
| Participant deferral / active EE | $2,974 | $5,223-43.1% | $4,265-30.3% | $5,982-50.3% |
| Admin fee / account holder | $389 | $8,603-95.5% | $6,581-94.1% | $11,246-96.5% |