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 | $84,283 | $163,687-48.5% | $108,745-22.5% | $273,961-69.2% |
| Participation rate | 80.0% | 82.3%-2.3pp | 77.7%+2.3pp | 83.0%-3.0pp |
| Annual return | 8.65% | 31.16%-22.5pp | 46.22%-37.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,983 | $4,711-36.7% | $3,323-10.2% | $4,869-38.7% |
| Participant deferral / active EE | $9,591 | $7,155+34.0% | $5,121+87.3% | $5,287+81.4% |
| Admin fee / account holder | $2,169 | $12,890-83.2% | $6,144-64.7% | $10,132-78.6% |