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 | $99,685 | $111,754-10.8% | $103,333-3.5% | $145,922-31.7% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 14.73% | 24.77%-10.0pp | 24.88%-10.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,443 | $4,212-65.7% | $3,868-62.7% | $4,660-69.0% |
| Participant deferral / active EE | $3,096 | $5,619-44.9% | $5,057-38.8% | $6,688-53.7% |
| Admin fee / account holder | $593 | $9,750-93.9% | $8,355-92.9% | $13,397-95.6% |