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 | $89,695 | $163,101-45.0% | $136,749-34.4% | $142,382-37.0% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 12.51% | 27.54%-15.0pp | 24.33%-11.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,631 | $4,117-36.1% | $3,400-22.6% | $4,299-38.8% |
| Participant deferral / active EE | $3,474 | $5,585-37.8% | $4,692-26.0% | $6,507-46.6% |
| Admin fee / account holder | $1,319 | $14,318-90.8% | $11,386-88.4% | $12,624-89.6% |