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 | $91,458 | $158,817-42.4% | $121,196-24.5% | $135,375-32.4% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.7%+3.3pp | 82.6%-7.6pp |
| Annual return | 7.08% | -0.64%+7.7pp | 16.93%-9.8pp | 519.73%-512.6pp |
| Employer contribution / active EE | $3,095 | $5,665-45.4% | $4,022-23.0% | $4,779-35.2% |
| Participant deferral / active EE | $1,929 | $4,005-51.8% | $3,344-42.3% | $5,609-65.6% |
| Admin fee / account holder | $1,314 | $6,512-79.8% | $5,019-73.8% | $10,827-87.9% |