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 8-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 | $99,089 | $106,515-7.0% | $96,683+2.5% | $139,434-28.9% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 14.17% | 38.43%-24.3pp | 35.69%-21.5pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,398 | $4,103-65.9% | $3,737-62.6% | $4,751-70.6% |
| Participant deferral / active EE | $2,844 | $5,454-47.9% | $4,878-41.7% | $6,710-57.6% |
| Admin fee / account holder | $836 | $7,877-89.4% | $6,730-87.6% | $11,403-92.7% |