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 | $117,983-21.8% | $101,794-9.3% | $142,382-35.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 16.20% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,341 | $2,773-51.7% | $2,289-41.4% | $4,299-68.8% |
| Participant deferral / active EE | $4,663 | $4,714-1.1% | $4,084+14.2% | $6,507-28.3% |
| Admin fee / account holder | $3,960 | $10,433-62.0% | $8,777-54.9% | $12,624-68.6% |