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 | $88,303 | $177,572-50.3% | $154,803-43.0% | $142,382-38.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 19.15% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,658 | $4,810-44.7% | $4,305-38.3% | $4,299-38.2% |
| Participant deferral / active EE | $8,308 | $6,272+32.5% | $5,540+50.0% | $6,507+27.7% |
| Admin fee / account holder | $1,091 | $16,786-93.5% | $14,329-92.4% | $12,624-91.4% |