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 | $36,646 | $124,319-70.5% | $111,297-67.1% | $167,490-78.1% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 15.31% | 37.44%-22.1pp | 54.65%-39.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,891 | $3,435-15.9% | $2,731+5.8% | $4,837-40.2% |
| Participant deferral / active EE | $4,657 | $5,180-10.1% | $4,487+3.8% | $6,341-26.6% |
| Admin fee / account holder | $7,732 | $10,618-27.2% | $7,964-2.9% | $12,309-37.2% |