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 | $87,295 | $116,175-24.9% | $93,606-6.7% | $152,861-42.9% |
| Participation rate | 76.2% | 78.0%-1.9pp | 75.8%+0.4pp | 82.4%-6.3pp |
| Annual return | 21.46% | 35.96%-14.5pp | 32.76%-11.3pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,211 | $3,218-31.3% | $2,718-18.6% | $4,762-53.6% |
| Participant deferral / active EE | $3,114 | $4,603-32.4% | $4,069-23.5% | $5,850-46.8% |
| Admin fee / account holder | $4,122 | $10,748-61.6% | $7,888-47.7% | $11,596-64.5% |