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 | $81,521 | $111,754-27.1% | $103,333-21.1% | $145,922-44.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 15.57% | 24.77%-9.2pp | 24.88%-9.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,778 | $4,212-34.0% | $3,868-28.2% | $4,660-40.4% |
| Participant deferral / active EE | $7,567 | $5,619+34.7% | $5,057+49.6% | $6,688+13.1% |
| Admin fee / account holder | $2,459 | $9,750-74.8% | $8,355-70.6% | $13,397-81.6% |