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 | $87,302 | $117,983-26.0% | $101,794-14.2% | $142,382-38.7% |
| Participation rate | 78.3% | 74.2%+4.0pp | 69.2%+9.1pp | 80.1%-1.9pp |
| Annual return | 14.44% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $914 | $2,773-67.0% | $2,289-60.1% | $4,299-78.7% |
| Participant deferral / active EE | $4,831 | $4,714+2.5% | $4,084+18.3% | $6,507-25.8% |
| Admin fee / account holder | $954 | $10,433-90.9% | $8,777-89.1% | $12,624-92.4% |