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 | $83,826 | $148,978-43.7% | $200,582-58.2% | $84,808-1.2% |
| Participation rate | 75.5% | 84.2%-8.7pp | 86.9%-11.4pp | 68.3%+7.2pp |
| Annual return | 14.51% | 28.16%-13.7pp | 42.33%-27.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,038 | $4,815-36.9% | $6,419-52.7% | $2,631+15.5% |
| Participant deferral / active EE | $6,071 | $7,142-15.0% | $9,331-34.9% | $4,212+44.1% |
| Admin fee / account holder | $4,161 | $13,977-70.2% | $16,305-74.5% | $7,344-43.3% |