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 | $87,598 | $117,381-25.4% | $99,443-11.9% | $152,861-42.7% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.4%+0.9pp |
| Annual return | 24.64% | 31.87%-7.2pp | 30.72%-6.1pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,183 | $3,013-60.7% | $2,540-53.4% | $4,762-75.2% |
| Participant deferral / active EE | $2,488 | $4,086-39.1% | $3,619-31.3% | $5,850-57.5% |
| Admin fee / account holder | $2,519 | $7,631-67.0% | $6,250-59.7% | $11,596-78.3% |