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 | $84,433 | $106,749-20.9% | $145,433-41.9% | $82,448+2.4% |
| Participation rate | 82.4% | 75.6%+6.7pp | 82.1%+0.2pp | 68.1%+14.3pp |
| Annual return | 17.75% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,578 | $3,444-54.2% | $4,554-65.4% | $2,551-38.1% |
| Participant deferral / active EE | $7,460 | $6,519+14.4% | $7,897-5.5% | $4,139+80.2% |
| Admin fee / account holder | $10,037 | $8,390+19.6% | $13,129-23.6% | $7,234+38.7% |