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 | $90,585 | $107,334-15.6% | $92,893-2.5% | $152,861-40.7% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 14.02% | 145.58%-131.6pp | 109.41%-95.4pp | 345.32%-331.3pp |
| Employer contribution / active EE | $2,190 | $4,221-48.1% | $3,653-40.1% | $4,762-54.0% |
| Participant deferral / active EE | $3,141 | $4,845-35.2% | $4,236-25.8% | $5,850-46.3% |
| Admin fee / account holder | $1,454 | $7,079-79.5% | $5,794-74.9% | $11,596-87.5% |