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 | $96,331 | $149,679-35.6% | $117,039-17.7% | $147,584-34.7% |
| Participation rate | 85.0% | 83.5%+1.5pp | 77.2%+7.8pp | 82.8%+2.2pp |
| Annual return | 14.03% | 19.31%-5.3pp | 18.95%-4.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,833 | $4,937-62.9% | $3,785-51.6% | $4,876-62.4% |
| Participant deferral / active EE | $8,188 | $4,912+66.7% | $3,929+108.4% | $5,439+50.5% |
| Admin fee / account holder | $6,271 | $7,856-20.2% | $5,974+5.0% | $10,885-42.4% |