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 | $99,393 | $124,281-20.0% | $109,143-8.9% | $167,490-40.7% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 17.46% | 26.04%-8.6pp | 25.75%-8.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $1,900 | $4,207-54.8% | $3,722-48.9% | $4,837-60.7% |
| Participant deferral / active EE | $8,836 | $5,255+68.1% | $4,653+89.9% | $6,341+39.3% |
| Admin fee / account holder | $653 | $7,970-91.8% | $6,752-90.3% | $12,309-94.7% |