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 | $92,320 | $112,729-18.1% | $98,716-6.5% | $137,256-32.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 16.20% | 38.48%-22.3pp | 31.81%-15.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,341 | $2,725-50.8% | $2,279-41.2% | $4,156-67.7% |
| Participant deferral / active EE | $4,663 | $4,640+0.5% | $4,048+15.2% | $6,407-27.2% |
| Admin fee / account holder | $3,960 | $10,129-60.9% | $8,703-54.5% | $12,270-67.7% |