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 | $91,346 | $127,065-28.1% | $113,168-19.3% | $142,382-35.8% |
| Participation rate | 77.3% | 79.2%-1.9pp | 76.6%+0.7pp | 80.1%-2.8pp |
| Annual return | 13.63% | 24.03%-10.4pp | 24.27%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,069 | $3,442-68.9% | $2,975-64.1% | $4,299-75.1% |
| Participant deferral / active EE | $2,919 | $5,716-48.9% | $5,107-42.8% | $6,507-55.1% |
| Admin fee / account holder | $9,888 | $15,736-37.2% | $12,068-18.1% | $12,624-21.7% |