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 | $91,216 | $124,425-26.7% | $112,040-18.6% | $137,256-33.5% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 16.27% | 24.72%-8.4pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,840 | $3,411+12.6% | $2,954+30.0% | $4,156-7.6% |
| Participant deferral / active EE | $4,021 | $5,718-29.7% | $5,098-21.1% | $6,407-37.2% |
| Admin fee / account holder | $655 | $15,207-95.7% | $12,098-94.6% | $12,270-94.7% |