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 | $79,358 | $148,978-46.7% | $200,582-60.4% | $84,808-6.4% |
| Participation rate | 88.5% | 84.2%+4.2pp | 86.9%+1.6pp | 68.3%+20.2pp |
| Annual return | 13.70% | 28.16%-14.5pp | 42.33%-28.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,239 | $4,815-32.7% | $6,419-49.5% | $2,631+23.1% |
| Participant deferral / active EE | $4,072 | $7,142-43.0% | $9,331-56.4% | $4,212-3.3% |
| Admin fee / account holder | $10,703 | $13,977-23.4% | $16,305-34.4% | $7,344+45.7% |