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 5-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 | $90,259 | $148,978-39.4% | $200,582-55.0% | $84,808+6.4% |
| Participation rate | 92.9% | 84.2%+8.6pp | 86.9%+6.0pp | 68.3%+24.5pp |
| Annual return | 14.43% | 28.16%-13.7pp | 42.33%-27.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,080 | $4,815-36.0% | $6,419-52.0% | $2,631+17.1% |
| Participant deferral / active EE | $10,481 | $7,142+46.7% | $9,331+12.3% | $4,212+148.8% |
| Admin fee / account holder | $2,423 | $13,977-82.7% | $16,305-85.1% | $7,344-67.0% |