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 | $113,751 | $148,978-23.6% | $200,582-43.3% | $84,808+34.1% |
| Participation rate | 83.3% | 84.2%-0.9pp | 86.9%-3.6pp | 68.3%+15.0pp |
| Annual return | 13.61% | 28.16%-14.5pp | 42.33%-28.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,069 | $4,815-36.3% | $6,419-52.2% | $2,631+16.6% |
| Participant deferral / active EE | $3,447 | $7,142-51.7% | $9,331-63.1% | $4,212-18.2% |
| Admin fee / account holder | $2,465 | $13,977-82.4% | $16,305-84.9% | $7,344-66.4% |