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 | $87,256 | $106,515-18.1% | $96,683-9.8% | $139,434-37.4% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.3%+4.6pp | 80.3%-1.4pp |
| Annual return | 17.43% | 38.43%-21.0pp | 35.69%-18.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,661 | $4,103-59.5% | $3,737-55.6% | $4,751-65.0% |
| Participant deferral / active EE | $2,218 | $5,454-59.3% | $4,878-54.5% | $6,710-66.9% |
| Admin fee / account holder | $1,088 | $7,877-86.2% | $6,730-83.8% | $11,403-90.5% |