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 | $73,429 | $90,503-18.9% | $78,689-6.7% | $273,961-73.2% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 8.12% | 75.60%-67.5pp | 62.18%-54.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,529 | $3,176-51.9% | $2,851-46.4% | $4,869-68.6% |
| Participant deferral / active EE | $3,716 | $3,901-4.8% | $3,517+5.7% | $5,287-29.7% |
| Admin fee / account holder | $401 | $5,263-92.4% | $4,510-91.1% | $10,132-96.0% |