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 | $99,987 | $149,679-33.2% | $117,039-14.6% | $147,584-32.3% |
| Participation rate | 78.6% | 83.5%-4.9pp | 77.2%+1.4pp | 82.8%-4.3pp |
| Annual return | 17.26% | 19.31%-2.1pp | 18.95%-1.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,447 | $4,937-70.7% | $3,785-61.8% | $4,876-70.3% |
| Participant deferral / active EE | $6,889 | $4,912+40.3% | $3,929+75.3% | $5,439+26.7% |
| Admin fee / account holder | $12,476 | $7,856+58.8% | $5,974+108.8% | $10,885+14.6% |