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 | $80,869 | $104,251-22.4% | $91,001-11.1% | $147,584-45.2% |
| Participation rate | 76.5% | 78.2%-1.8pp | 75.6%+0.9pp | 82.8%-6.4pp |
| Annual return | 20.57% | 27.06%-6.5pp | 4.60%+16.0pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,446 | $3,116-53.6% | $2,456-41.1% | $4,876-70.4% |
| Participant deferral / active EE | $5,044 | $4,195+20.2% | $3,547+42.2% | $5,439-7.3% |
| Admin fee / account holder | $468 | $8,948-94.8% | $5,417-91.4% | $10,885-95.7% |