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 | $81,555 | $106,515-23.4% | $96,683-15.6% | $139,434-41.5% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 13.09% | 38.43%-25.3pp | 35.69%-22.6pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,353 | $4,103-42.6% | $3,737-37.0% | $4,751-50.5% |
| Participant deferral / active EE | $5,485 | $5,454+0.6% | $4,878+12.4% | $6,710-18.3% |
| Admin fee / account holder | $1,007 | $7,877-87.2% | $6,730-85.0% | $11,403-91.2% |