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 | $92,360 | $127,777-27.7% | $106,548-13.3% | $167,490-44.9% |
| Participation rate | 91.7% | 78.3%+13.4pp | 76.1%+15.5pp | 82.1%+9.6pp |
| Annual return | 11.79% | 33.87%-22.1pp | 26.80%-15.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $3,266 | $3,427-4.7% | $2,819+15.8% | $4,837-32.5% |
| Participant deferral / active EE | $4,153 | $5,087-18.4% | $4,398-5.6% | $6,341-34.5% |
| Admin fee / account holder | $9,829 | $11,228-12.5% | $7,407+32.7% | $12,309-20.1% |