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 | $85,247 | $154,117-44.7% | $129,995-34.4% | $139,434-38.9% |
| Participation rate | 78.3% | 82.0%-3.7pp | 78.5%-0.2pp | 80.3%-2.1pp |
| Annual return | 14.91% | 32.48%-17.6pp | -137.18%+152.1pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,234 | $5,289-57.8% | $4,320-48.3% | $4,751-53.0% |
| Participant deferral / active EE | $6,373 | $6,710-5.0% | $5,820+9.5% | $6,710-5.0% |
| Admin fee / account holder | $3,620 | $14,007-74.2% | $10,614-65.9% | $11,403-68.3% |