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 | $89,794 | $117,841-23.8% | $102,423-12.3% | $145,922-38.5% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 12.34% | 31.65%-19.3pp | 29.32%-17.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,825 | $3,615-21.9% | $3,023-6.6% | $4,660-39.4% |
| Participant deferral / active EE | $5,759 | $5,731+0.5% | $5,053+14.0% | $6,688-13.9% |
| Admin fee / account holder | $2,342 | $13,326-82.4% | $9,451-75.2% | $13,397-82.5% |