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 | $80,898 | $106,515-24.1% | $96,683-16.3% | $139,434-42.0% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 18.54% | 38.43%-19.9pp | 35.69%-17.2pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,631 | $4,103-35.9% | $3,737-29.6% | $4,751-44.6% |
| Participant deferral / active EE | $7,338 | $5,454+34.6% | $4,878+50.4% | $6,710+9.4% |
| Admin fee / account holder | $18,905 | $7,877+140.0% | $6,730+180.9% | $11,403+65.8% |