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 | $87,363 | $197,591-55.8% | $177,821-50.9% | $158,922-45.0% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 14.85% | 58.76%-43.9pp | 48.32%-33.5pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,765 | $6,697-73.6% | $5,918-70.2% | $4,761-62.9% |
| Participant deferral / active EE | $4,861 | $8,405-42.2% | $7,714-37.0% | $5,982-18.7% |
| Admin fee / account holder | $7,651 | $15,399-50.3% | $12,427-38.4% | $11,246-32.0% |