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 | $88,410 | $110,257-19.8% | $96,544-8.4% | $139,434-36.6% |
| Participation rate | 76.9% | 78.1%-1.2pp | 76.0%+1.0pp | 80.3%-3.4pp |
| Annual return | 13.04% | 26.32%-13.3pp | 25.84%-12.8pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,824 | $3,620-49.6% | $2,965-38.5% | $4,751-61.6% |
| Participant deferral / active EE | $6,741 | $5,548+21.5% | $4,851+39.0% | $6,710+0.5% |
| Admin fee / account holder | $80,450 | $11,591+594.1% | $8,252+874.9% | $11,403+605.5% |