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 | $72,892 | $162,781-55.2% | $133,956-45.6% | $158,922-54.1% |
| Participation rate | 91.3% | 83.2%+8.1pp | 79.8%+11.5pp | 82.0%+9.3pp |
| Annual return | 11.26% | 41.94%-30.7pp | 45.09%-33.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,092 | $4,975-78.0% | $3,919-72.1% | $4,761-77.1% |
| Participant deferral / active EE | $1,932 | $5,911-67.3% | $5,048-61.7% | $5,982-67.7% |
| Admin fee / account holder | $3,522 | $11,736-70.0% | $8,927-60.5% | $11,246-68.7% |