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 | $89,523 | $78,705+13.7% | $117,854-24.0% | $70,131+27.7% |
| Participation rate | 77.4% | 73.2%+4.2pp | 79.7%-2.2pp | 69.5%+7.9pp |
| Annual return | 15.66% | 23.30%-7.6pp | 335.08%-319.4pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,711 | $2,223-23.1% | $3,786-54.8% | $2,342-27.0% |
| Participant deferral / active EE | $3,581 | $3,297+8.6% | $4,482-20.1% | $3,332+7.5% |
| Admin fee / account holder | $2,947 | $5,065-41.8% | $8,020-63.3% | $4,645-36.6% |