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 | $83,588 | $102,245-18.2% | $89,340-6.4% | $137,256-39.1% |
| Participation rate | 88.9% | 74.9%+14.0pp | 69.6%+19.3pp | 80.0%+8.9pp |
| Annual return | 11.96% | 21.89%-9.9pp | 20.57%-8.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,338 | $2,529-47.1% | $2,231-40.0% | $4,156-67.8% |
| Participant deferral / active EE | $4,571 | $4,436+3.0% | $3,823+19.6% | $6,407-28.6% |
| Admin fee / account holder | $2,751 | $8,085-66.0% | $6,704-59.0% | $12,270-77.6% |