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 | $94,177 | $157,256-40.1% | $141,162-33.3% | $152,861-38.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 24.48% | 64.32%-39.8pp | 71.39%-46.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,750 | $5,261-66.7% | $4,735-63.1% | $4,762-63.3% |
| Participant deferral / active EE | $2,488 | $7,109-65.0% | $6,709-62.9% | $5,850-57.5% |
| Admin fee / account holder | $1,625 | $12,120-86.6% | $10,261-84.2% | $11,596-86.0% |