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 | $92,272 | $124,319-25.8% | $111,297-17.1% | $167,490-44.9% |
| Participation rate | 82.4% | 79.6%+2.7pp | 77.3%+5.0pp | 82.1%+0.2pp |
| Annual return | 16.28% | 37.44%-21.2pp | 54.65%-38.4pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,892 | $3,435-44.9% | $2,731-30.7% | $4,837-60.9% |
| Participant deferral / active EE | $4,272 | $5,180-17.5% | $4,487-4.8% | $6,341-32.6% |
| Admin fee / account holder | $7,884 | $10,618-25.8% | $7,964-1.0% | $12,309-36.0% |