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 | $75,722 | $105,860-28.5% | $90,749-16.6% | $134,475-43.7% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | 7.81% | -11.01%+18.8pp | -12.16%+20.0pp | 417.96%-410.2pp |
| Employer contribution / active EE | $1,356 | $3,462-60.8% | $2,921-53.6% | $4,740-71.4% |
| Participant deferral / active EE | $3,666 | $5,216-29.7% | $4,564-19.7% | $6,400-42.7% |
| Admin fee / account holder | $16,178 | $13,938+16.1% | $8,445+91.6% | $11,426+41.6% |