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 | $92,467 | $153,772-39.9% | $133,980-31.0% | $273,961-66.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 7.21% | 36.51%-29.3pp | 29.30%-22.1pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,079 | $6,029-48.9% | $5,211-40.9% | $4,869-36.8% |
| Participant deferral / active EE | $7,679 | $6,958+10.4% | $6,282+22.2% | $5,287+45.2% |
| Admin fee / account holder | $1,146 | $11,765-90.3% | $9,324-87.7% | $10,132-88.7% |