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 | $89,775 | $148,978-39.7% | $200,582-55.2% | $84,808+5.9% |
| Participation rate | 89.4% | 84.2%+5.1pp | 86.9%+2.5pp | 68.3%+21.1pp |
| Annual return | 15.79% | 28.16%-12.4pp | 42.33%-26.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,447 | $4,815-49.2% | $6,419-61.9% | $2,631-7.0% |
| Participant deferral / active EE | $3,316 | $7,142-53.6% | $9,331-64.5% | $4,212-21.3% |
| Admin fee / account holder | $5,875 | $13,977-58.0% | $16,305-64.0% | $7,344-20.0% |