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 | $90,160 | $99,341-9.2% | $84,750+6.4% | $273,961-67.1% |
| Participation rate | 76.9% | 80.7%-3.8pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 37.59% | 22.93%+14.7pp | 22.78%+14.8pp | 41.45%-3.9pp |
| Employer contribution / active EE | $1,366 | $4,214-67.6% | $3,574-61.8% | $4,869-71.9% |
| Participant deferral / active EE | $3,075 | $4,269-28.0% | $3,712-17.2% | $5,287-41.8% |
| Admin fee / account holder | $310 | $6,644-95.3% | $5,332-94.2% | $10,132-96.9% |