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 | $81,128 | $163,101-50.3% | $136,749-40.7% | $142,382-43.0% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 12.97% | 27.54%-14.6pp | 24.33%-11.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,688 | $4,117-34.7% | $3,400-20.9% | $4,299-37.5% |
| Participant deferral / active EE | $4,735 | $5,585-15.2% | $4,692+0.9% | $6,507-27.2% |
| Admin fee / account holder | $21,222 | $14,318+48.2% | $11,386+86.4% | $12,624+68.1% |