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 | $82,537 | $98,240-16.0% | $82,313+0.3% | $147,584-44.1% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 17.44% | 30.85%-13.4pp | 25.88%-8.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,065 | $3,192-35.3% | $2,428-14.9% | $4,876-57.6% |
| Participant deferral / active EE | $6,505 | $4,383+48.4% | $3,706+75.5% | $5,439+19.6% |
| Admin fee / account holder | $7,396 | $8,563-13.6% | $5,608+31.9% | $10,885-32.1% |