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 | $91,507 | $124,425-26.5% | $112,040-18.3% | $137,256-33.3% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 11.42% | 24.72%-13.3pp | 24.52%-13.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,607 | $3,411-52.9% | $2,954-45.6% | $4,156-61.3% |
| Participant deferral / active EE | $2,008 | $5,718-64.9% | $5,098-60.6% | $6,407-68.7% |
| Admin fee / account holder | $11,362 | $15,207-25.3% | $12,098-6.1% | $12,270-7.4% |