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 | $91,725 | $152,587-39.9% | $125,175-26.7% | $152,861-40.0% |
| Participation rate | 85.0% | 83.3%+1.7pp | 79.8%+5.2pp | 82.4%+2.6pp |
| Annual return | 21.53% | 54.84%-33.3pp | 43.79%-22.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,343 | $4,946-72.8% | $3,865-65.2% | $4,762-71.8% |
| Participant deferral / active EE | $4,918 | $5,868-16.2% | $4,937-0.4% | $5,850-15.9% |
| Admin fee / account holder | $7,671 | $13,434-42.9% | $9,702-20.9% | $11,596-33.8% |