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 | $98,310 | $162,781-39.6% | $133,956-26.6% | $158,922-38.1% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 17.40% | 41.94%-24.5pp | 45.09%-27.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,737 | $4,975-65.1% | $3,919-55.7% | $4,761-63.5% |
| Participant deferral / active EE | $3,581 | $5,911-39.4% | $5,048-29.1% | $5,982-40.1% |
| Admin fee / account holder | $3,490 | $11,736-70.3% | $8,927-60.9% | $11,246-69.0% |