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 | $74,350 | $127,100-41.5% | $105,738-29.7% | $135,375-45.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | 2.20% | 4.49%-2.3pp | 6.27%-4.1pp | 519.73%-517.5pp |
| Employer contribution / active EE | $1,569 | $4,107-61.8% | $3,268-52.0% | $4,779-67.2% |
| Participant deferral / active EE | $9,800 | $5,064+93.5% | $4,080+140.2% | $5,609+74.7% |
| Admin fee / account holder | $2,588 | $9,087-71.5% | $6,913-62.6% | $10,827-76.1% |