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 | $94,585 | $154,117-38.6% | $129,995-27.2% | $139,434-32.2% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 12.42% | 32.48%-20.1pp | -137.18%+149.6pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,973 | $5,289-43.8% | $4,320-31.2% | $4,751-37.4% |
| Participant deferral / active EE | $4,123 | $6,710-38.6% | $5,820-29.2% | $6,710-38.6% |
| Admin fee / account holder | $1,384 | $14,007-90.1% | $10,614-87.0% | $11,403-87.9% |