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 | $84,077 | $115,882-27.4% | $100,516-16.4% | $158,922-47.1% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 12.96% | 34.79%-21.8pp | 30.89%-17.9pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,573 | $4,103-61.7% | $3,418-54.0% | $4,761-67.0% |
| Participant deferral / active EE | $5,952 | $6,674-10.8% | $6,270-5.1% | $5,982-0.5% |
| Admin fee / account holder | $1,257 | $10,995-88.6% | $8,081-84.4% | $11,246-88.8% |