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 | $90,182 | $104,974-14.1% | $95,585-5.7% | $142,382-36.7% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 14.56% | 210.33%-195.8pp | 38.56%-24.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $645 | $2,779-76.8% | $2,527-74.5% | $4,299-85.0% |
| Participant deferral / active EE | $7,773 | $4,352+78.6% | $4,023+93.2% | $6,507+19.5% |
| Admin fee / account holder | $636 | $6,386-90.0% | $6,127-89.6% | $12,624-95.0% |