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 | $80,392 | $116,175-30.8% | $93,606-14.1% | $152,861-47.4% |
| Participation rate | 81.8% | 78.0%+3.8pp | 75.8%+6.0pp | 82.4%-0.6pp |
| Annual return | 16.64% | 35.96%-19.3pp | 32.76%-16.1pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,593 | $3,218-50.5% | $2,718-41.4% | $4,762-66.5% |
| Participant deferral / active EE | $5,053 | $4,603+9.8% | $4,069+24.2% | $5,850-13.6% |
| Admin fee / account holder | $66,360 | $10,748+517.4% | $7,888+741.2% | $11,596+472.2% |