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 | $86,980 | $91,538-5.0% | $129,995-33.1% | $75,163+15.7% |
| Participation rate | 89.7% | 71.4%+18.2pp | 78.5%+11.2pp | 67.2%+22.5pp |
| Annual return | 14.55% | -631.11%+645.7pp | -137.18%+151.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,070 | $2,845-62.4% | $4,320-75.2% | $2,670-59.9% |
| Participant deferral / active EE | $5,816 | $4,341+34.0% | $5,820-0.1% | $4,125+41.0% |
| Admin fee / account holder | $8,734 | $6,790+28.6% | $10,614-17.7% | $5,651+54.6% |