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 | $100,408 | $163,101-38.4% | $136,749-26.6% | $142,382-29.5% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 9.64% | 27.54%-17.9pp | 24.33%-14.7pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,128 | $4,117-72.6% | $3,400-66.8% | $4,299-73.8% |
| Participant deferral / active EE | $2,278 | $5,585-59.2% | $4,692-51.4% | $6,507-65.0% |
| Admin fee / account holder | $404 | $14,318-97.2% | $11,386-96.5% | $12,624-96.8% |