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 | $83,464 | $104,907-20.4% | $84,611-1.4% | $152,861-45.4% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 24.27% | 373.79%-349.5pp | 258.74%-234.5pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,466 | $3,302-55.6% | $2,652-44.7% | $4,762-69.2% |
| Participant deferral / active EE | $2,241 | $4,688-52.2% | $3,899-42.5% | $5,850-61.7% |
| Admin fee / account holder | $1,889 | $6,241-69.7% | $4,912-61.5% | $11,596-83.7% |