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 5-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 | $99,318 | $118,450-16.2% | $98,439+0.9% | $139,434-28.8% |
| Participation rate | 71.4% | 77.4%-6.0pp | 75.2%-3.7pp | 80.3%-8.9pp |
| Annual return | 22.49% | 18.94%+3.5pp | 21.16%+1.3pp | 372.94%-350.5pp |
| Employer contribution / active EE | $956 | $3,609-73.5% | $3,048-68.6% | $4,751-79.9% |
| Participant deferral / active EE | $7,346 | $5,392+36.2% | $4,738+55.1% | $6,710+9.5% |
| Admin fee / account holder | $698 | $14,026-95.0% | $8,948-92.2% | $11,403-93.9% |