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 | $92,072 | $148,978-38.2% | $200,582-54.1% | $84,808+8.6% |
| Participation rate | 72.2% | 84.2%-12.0pp | 86.9%-14.7pp | 68.3%+3.9pp |
| Annual return | 17.87% | 28.16%-10.3pp | 42.33%-24.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,565 | $4,815-26.0% | $6,419-44.5% | $2,631+35.5% |
| Participant deferral / active EE | $10,900 | $7,142+52.6% | $9,331+16.8% | $4,212+158.8% |
| Admin fee / account holder | $3,207 | $13,977-77.1% | $16,305-80.3% | $7,344-56.3% |