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 | $89,066 | $109,413-18.6% | $156,263-43.0% | $84,808+5.0% |
| Participation rate | 82.5% | 72.7%+9.8pp | 78.9%+3.6pp | 68.3%+14.2pp |
| Annual return | 14.19% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,383 | $2,907-52.4% | $4,333-68.1% | $2,631-47.4% |
| Participant deferral / active EE | $4,750 | $4,590+3.5% | $6,158-22.9% | $4,212+12.8% |
| Admin fee / account holder | $1,518 | $9,357-83.8% | $14,255-89.3% | $7,344-79.3% |