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 | $91,049 | $95,803-5.0% | $113,168-19.5% | $84,808+7.4% |
| Participation rate | 72.1% | 72.9%-0.8pp | 76.6%-4.5pp | 68.3%+3.8pp |
| Annual return | 14.49% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,905 | $2,360-19.3% | $2,975-36.0% | $2,631-27.6% |
| Participant deferral / active EE | $2,814 | $4,242-33.7% | $5,107-44.9% | $4,212-33.2% |
| Admin fee / account holder | $1,635 | $8,989-81.8% | $12,068-86.4% | $7,344-77.7% |