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 | $88,386 | $92,222-4.2% | $76,768+15.1% | $135,375-34.7% |
| Participation rate | 78.6% | 79.8%-1.2pp | 77.0%+1.6pp | 82.6%-4.1pp |
| Annual return | 10.72% | 5.46%+5.3pp | 2.43%+8.3pp | 519.73%-509.0pp |
| Employer contribution / active EE | $1,080 | $3,216-66.4% | $2,485-56.6% | $4,779-77.4% |
| Participant deferral / active EE | $2,135 | $4,509-52.7% | $3,852-44.6% | $5,609-61.9% |
| Admin fee / account holder | $640 | $10,748-94.0% | $6,675-90.4% | $10,827-94.1% |