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 | $94,179 | $183,519-48.7% | $155,509-39.4% | $145,922-35.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 17.85% | 61.17%-43.3pp | 64.67%-46.8pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,693 | $5,313-68.1% | $4,672-63.8% | $4,660-63.7% |
| Participant deferral / active EE | $5,903 | $6,462-8.7% | $5,626+4.9% | $6,688-11.7% |
| Admin fee / account holder | $5,993 | $19,313-69.0% | $15,912-62.3% | $13,397-55.3% |