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 | $94,398 | $126,574-25.4% | $106,213-11.1% | $145,922-35.3% |
| Participation rate | 78.9% | 77.6%+1.3pp | 75.3%+3.7pp | 80.3%-1.3pp |
| Annual return | 9.98% | 224.79%-214.8pp | 116.14%-106.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,574 | $3,730-57.8% | $3,171-50.4% | $4,660-66.2% |
| Participant deferral / active EE | $4,434 | $5,724-22.5% | $5,016-11.6% | $6,688-33.7% |
| Admin fee / account holder | $9,251 | $17,304-46.5% | $11,033-16.1% | $13,397-30.9% |