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 | $87,691 | $124,319-29.5% | $111,297-21.2% | $167,490-47.6% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 26.08% | 37.44%-11.4pp | 54.65%-28.6pp | 478.56%-452.5pp |
| Employer contribution / active EE | $2,487 | $3,435-27.6% | $2,731-8.9% | $4,837-48.6% |
| Participant deferral / active EE | $5,323 | $5,180+2.8% | $4,487+18.6% | $6,341-16.1% |
| Admin fee / account holder | $4,404 | $10,618-58.5% | $7,964-44.7% | $12,309-64.2% |