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 | $87,591 | $162,781-46.2% | $133,956-34.6% | $158,922-44.9% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 13.42% | 41.94%-28.5pp | 45.09%-31.7pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,733 | $4,975-65.2% | $3,919-55.8% | $4,761-63.6% |
| Participant deferral / active EE | $7,274 | $5,911+23.1% | $5,048+44.1% | $5,982+21.6% |
| Admin fee / account holder | $11,915 | $11,736+1.5% | $8,927+33.5% | $11,246+6.0% |