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 | $105,480 | $103,376+2.0% | $87,100+21.1% | $152,861-31.0% |
| Participation rate | 76.5% | 79.3%-2.9pp | 76.9%-0.4pp | 82.4%-6.0pp |
| Annual return | 14.80% | 28.10%-13.3pp | 28.19%-13.4pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,446 | $3,220-55.1% | $2,521-42.7% | $4,762-69.6% |
| Participant deferral / active EE | $3,816 | $4,778-20.1% | $4,049-5.7% | $5,850-34.8% |
| Admin fee / account holder | $8,753 | $12,205-28.3% | $7,497+16.8% | $11,596-24.5% |