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 | $88,837 | $117,983-24.7% | $101,794-12.7% | $142,382-37.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 15.77% | 36.92%-21.1pp | 30.53%-14.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,786 | $2,773-35.6% | $2,289-22.0% | $4,299-58.5% |
| Participant deferral / active EE | $2,690 | $4,714-42.9% | $4,084-34.1% | $6,507-58.7% |
| Admin fee / account holder | $1,700 | $10,433-83.7% | $8,777-80.6% | $12,624-86.5% |