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 | $86,748 | $215,361-59.7% | $171,082-49.3% | $273,961-68.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 76.7%+3.3pp | 83.0%-3.0pp |
| Annual return | 6.48% | 25.14%-18.7pp | 32.56%-26.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,233 | $4,967-75.2% | $4,002-69.2% | $4,869-74.7% |
| Participant deferral / active EE | $1,446 | $5,543-73.9% | $4,797-69.9% | $5,287-72.7% |
| Admin fee / account holder | $822 | $10,846-92.4% | $8,520-90.4% | $10,132-91.9% |