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 | $101,744 | $117,983-13.8% | $101,7940% | $142,382-28.5% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 12.76% | 36.92%-24.2pp | 30.53%-17.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,502 | $2,773-45.8% | $2,289-34.4% | $4,299-65.1% |
| Participant deferral / active EE | $1,858 | $4,714-60.6% | $4,084-54.5% | $6,507-71.4% |
| Admin fee / account holder | $1,808 | $10,433-82.7% | $8,777-79.4% | $12,624-85.7% |