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 | $65,148 | $106,515-38.8% | $96,683-32.6% | $139,434-53.3% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.2pp |
| Annual return | 26.57% | 38.43%-11.9pp | 35.69%-9.1pp | 372.94%-346.4pp |
| Employer contribution / active EE | $2,734 | $4,103-33.4% | $3,737-26.8% | $4,751-42.4% |
| Participant deferral / active EE | $5,071 | $5,454-7.0% | $4,878+4.0% | $6,710-24.4% |
| Admin fee / account holder | $3,140 | $7,877-60.1% | $6,730-53.3% | $11,403-72.5% |