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 | $82,537 | $106,515-22.5% | $96,683-14.6% | $139,434-40.8% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 14.20% | 38.43%-24.2pp | 35.69%-21.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,969 | $4,103-52.0% | $3,737-47.3% | $4,751-58.6% |
| Participant deferral / active EE | $4,352 | $5,454-20.2% | $4,878-10.8% | $6,710-35.1% |
| Admin fee / account holder | $1,267 | $7,877-83.9% | $6,730-81.2% | $11,403-88.9% |