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 | $81,639 | $110,257-26.0% | $96,544-15.4% | $139,434-41.4% |
| Participation rate | 89.5% | 78.1%+11.4pp | 76.0%+13.5pp | 80.3%+9.2pp |
| Annual return | 15.40% | 26.32%-10.9pp | 25.84%-10.4pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,630 | $3,620-27.3% | $2,965-11.3% | $4,751-44.6% |
| Participant deferral / active EE | $6,358 | $5,548+14.6% | $4,851+31.1% | $6,710-5.2% |
| Admin fee / account holder | $3,400 | $11,591-70.7% | $8,252-58.8% | $11,403-70.2% |