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 | $88,436 | $148,978-40.6% | $200,582-55.9% | $84,808+4.3% |
| Participation rate | 86.2% | 84.2%+2.0pp | 86.9%-0.7pp | 68.3%+17.9pp |
| Annual return | 13.43% | 28.16%-14.7pp | 42.33%-28.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $4,273 | $4,815-11.3% | $6,419-33.4% | $2,631+62.4% |
| Participant deferral / active EE | $8,350 | $7,142+16.9% | $9,331-10.5% | $4,212+98.3% |
| Admin fee / account holder | $17,624 | $13,977+26.1% | $16,305+8.1% | $7,344+140.0% |