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 | $90,664 | $106,515-14.9% | $96,683-6.2% | $139,434-35.0% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 17.00% | 38.43%-21.4pp | 35.69%-18.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,656 | $4,103-59.6% | $3,737-55.7% | $4,751-65.1% |
| Participant deferral / active EE | $3,615 | $5,454-33.7% | $4,878-25.9% | $6,710-46.1% |
| Admin fee / account holder | $7,508 | $7,877-4.7% | $6,730+11.6% | $11,403-34.2% |