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 | $91,376 | $106,515-14.2% | $96,683-5.5% | $139,434-34.5% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 16.48% | 38.43%-21.9pp | 35.69%-19.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,723 | $4,103-58.0% | $3,737-53.9% | $4,751-63.7% |
| Participant deferral / active EE | $2,147 | $5,454-60.6% | $4,878-56.0% | $6,710-68.0% |
| Admin fee / account holder | $844 | $7,877-89.3% | $6,730-87.5% | $11,403-92.6% |