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 | $90,071 | $106,515-15.4% | $96,683-6.8% | $139,434-35.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 11.81% | 38.43%-26.6pp | 35.69%-23.9pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,099 | $4,103-48.8% | $3,737-43.8% | $4,751-55.8% |
| Participant deferral / active EE | $5,957 | $5,454+9.2% | $4,878+22.1% | $6,710-11.2% |
| Admin fee / account holder | $826 | $7,877-89.5% | $6,730-87.7% | $11,403-92.8% |