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 | $102,835 | $110,257-6.7% | $96,544+6.5% | $139,434-26.2% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 19.29% | 26.32%-7.0pp | 25.84%-6.6pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,525 | $3,620-57.9% | $2,965-48.6% | $4,751-67.9% |
| Participant deferral / active EE | $3,236 | $5,548-41.7% | $4,851-33.3% | $6,710-51.8% |
| Admin fee / account holder | $1,183 | $11,591-89.8% | $8,252-85.7% | $11,403-89.6% |