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 | $94,924 | $162,781-41.7% | $133,956-29.1% | $158,922-40.3% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 11.18% | 41.94%-30.8pp | 45.09%-33.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,665 | $4,975-66.5% | $3,919-57.5% | $4,761-65.0% |
| Participant deferral / active EE | $5,113 | $5,911-13.5% | $5,048+1.3% | $5,982-14.5% |
| Admin fee / account holder | $2,749 | $11,736-76.6% | $8,927-69.2% | $11,246-75.6% |