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 | $75,394 | $105,931-28.8% | $81,930-8.0% | $158,922-52.6% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 30.47% | 38.17%-7.7pp | 29.49%+1.0pp | 302.83%-272.4pp |
| Employer contribution / active EE | $455 | $7,800-94.2% | $4,310-89.4% | $4,761-90.4% |
| Participant deferral / active EE | $910 | $13,003-93.0% | $7,107-87.2% | $5,982-84.8% |
| Admin fee / account holder | $2,528 | $8,489-70.2% | $5,158-51.0% | $11,246-77.5% |