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 | $79,087 | $154,117-48.7% | $129,995-39.2% | $139,434-43.3% |
| Participation rate | 89.5% | 82.0%+7.5pp | 78.5%+11.0pp | 80.3%+9.2pp |
| Annual return | 13.73% | 32.48%-18.7pp | -137.18%+150.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,438 | $5,289-53.9% | $4,320-43.6% | $4,751-48.7% |
| Participant deferral / active EE | $3,945 | $6,710-41.2% | $5,820-32.2% | $6,710-41.2% |
| Admin fee / account holder | $2,083 | $14,007-85.1% | $10,614-80.4% | $11,403-81.7% |