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 | $98,740 | $110,261-10.4% | $95,745+3.1% | $139,434-29.2% |
| Participation rate | 81.3% | 75.8%+5.5pp | 72.3%+9.0pp | 80.3%+0.9pp |
| Annual return | 24.15% | 27.11%-3.0pp | 28.35%-4.2pp | 372.94%-348.8pp |
| Employer contribution / active EE | $1,062 | $3,257-67.4% | $2,835-62.5% | $4,751-77.7% |
| Participant deferral / active EE | $2,501 | $4,676-46.5% | $4,245-41.1% | $6,710-62.7% |
| Admin fee / account holder | $10,877 | $6,613+64.5% | $5,678+91.6% | $11,403-4.6% |