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 | $92,658 | $149,734-38.1% | $118,925-22.1% | $158,922-41.7% |
| Participation rate | 90.9% | 82.1%+8.8pp | 75.4%+15.5pp | 82.0%+9.0pp |
| Annual return | 7.34% | 19.95%-12.6pp | 35.88%-28.5pp | 302.83%-295.5pp |
| Employer contribution / active EE | $2,222 | $4,115-46.0% | $3,263-31.9% | $4,761-53.3% |
| Participant deferral / active EE | $2,581 | $5,223-50.6% | $4,265-39.5% | $5,982-56.9% |
| Admin fee / account holder | $5,921 | $8,603-31.2% | $6,581-10.0% | $11,246-47.3% |