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 | $87,587 | $98,240-10.8% | $82,313+6.4% | $147,584-40.7% |
| Participation rate | 78.3% | 79.7%-1.5pp | 76.9%+1.4pp | 82.8%-4.6pp |
| Annual return | 19.16% | 30.85%-11.7pp | 25.88%-6.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $866 | $3,192-72.9% | $2,428-64.3% | $4,876-82.2% |
| Participant deferral / active EE | $2,898 | $4,383-33.9% | $3,706-21.8% | $5,439-46.7% |
| Admin fee / account holder | $6,745 | $8,563-21.2% | $5,608+20.3% | $10,885-38.0% |