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 | $85,106 | $99,985-14.9% | $146,665-42.0% | $85,850-0.9% |
| Participation rate | 75.0% | 73.1%+1.9pp | 80.1%-5.1pp | 69.3%+5.7pp |
| Annual return | 14.63% | 18.93%-4.3pp | 22.74%-8.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,416 | $2,559-44.7% | $4,136-65.8% | $2,565-44.8% |
| Participant deferral / active EE | $3,548 | $4,006-11.4% | $5,506-35.6% | $3,952-10.2% |
| Admin fee / account holder | $8,917 | $7,702+15.8% | $10,280-13.3% | $6,260+42.4% |