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 | $125,653 | $163,101-23.0% | $136,749-8.1% | $142,382-11.7% |
| Participation rate | 76.2% | 78.2%-2.0pp | 72.1%+4.1pp | 80.1%-3.9pp |
| Annual return | 15.35% | 27.54%-12.2pp | 24.33%-9.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,598 | $4,117-61.2% | $3,400-53.0% | $4,299-62.8% |
| Participant deferral / active EE | $5,225 | $5,585-6.4% | $4,692+11.4% | $6,507-19.7% |
| Admin fee / account holder | $2,081 | $14,318-85.5% | $11,386-81.7% | $12,624-83.5% |