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 | $82,197 | $98,240-16.3% | $82,313-0.1% | $147,584-44.3% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 16.73% | 30.85%-14.1pp | 25.88%-9.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $909 | $3,192-71.5% | $2,428-62.6% | $4,876-81.4% |
| Participant deferral / active EE | $2,588 | $4,383-40.9% | $3,706-30.2% | $5,439-52.4% |
| Admin fee / account holder | $1,053 | $8,563-87.7% | $5,608-81.2% | $10,885-90.3% |