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 | $87,645 | $116,175-24.6% | $93,606-6.4% | $152,861-42.7% |
| Participation rate | 89.5% | 78.0%+11.4pp | 75.8%+13.6pp | 82.4%+7.0pp |
| Annual return | 20.95% | 35.96%-15.0pp | 32.76%-11.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,631 | $3,218-49.3% | $2,718-40.0% | $4,762-65.8% |
| Participant deferral / active EE | $2,554 | $4,603-44.5% | $4,069-37.2% | $5,850-56.4% |
| Admin fee / account holder | $2,387 | $10,748-77.8% | $7,888-69.7% | $11,596-79.4% |