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 | $85,609 | $162,781-47.4% | $133,956-36.1% | $158,922-46.1% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 8.28% | 41.94%-33.7pp | 45.09%-36.8pp | 302.83%-294.5pp |
| Employer contribution / active EE | $1,668 | $4,975-66.5% | $3,919-57.4% | $4,761-65.0% |
| Participant deferral / active EE | $2,489 | $5,911-57.9% | $5,048-50.7% | $5,982-58.4% |
| Admin fee / account holder | $3,822 | $11,736-67.4% | $8,927-57.2% | $11,246-66.0% |