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 | $90,301 | $140,588-35.8% | $123,104-26.6% | $125,391-28.0% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | 12.00% | 16.80%-4.8pp | 13.22%-1.2pp | 282.22%-270.2pp |
| Employer contribution / active EE | $2,710 | $6,041-55.1% | $5,151-47.4% | $4,866-44.3% |
| Participant deferral / active EE | $6,172 | $6,980-11.6% | $6,230-0.9% | $5,352+15.3% |
| Admin fee / account holder | $1,374 | $11,198-87.7% | $9,015-84.8% | $9,540-85.6% |