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 | $88,956 | $114,381-22.2% | $107,525-17.3% | $142,382-37.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 14.32% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,513 | $4,015-62.3% | $3,754-59.7% | $4,299-64.8% |
| Participant deferral / active EE | $2,710 | $5,564-51.3% | $5,116-47.0% | $6,507-58.4% |
| Admin fee / account holder | $1,156 | $9,860-88.3% | $8,919-87.0% | $12,624-90.8% |