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 | $89,507 | $140,588-36.3% | $123,104-27.3% | $125,391-28.6% |
| Participation rate | 90.0% | 88.2%+1.8pp | 86.8%+3.2pp | 83.2%+6.8pp |
| Annual return | 4.12% | 16.80%-12.7pp | 13.22%-9.1pp | 282.22%-278.1pp |
| Employer contribution / active EE | $1,526 | $6,041-74.7% | $5,151-70.4% | $4,866-68.6% |
| Participant deferral / active EE | $3,144 | $6,980-55.0% | $6,230-49.5% | $5,352-41.3% |
| Admin fee / account holder | $854 | $11,198-92.4% | $9,015-90.5% | $9,540-91.0% |