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 | $82,359 | $109,413-24.7% | $156,263-47.3% | $84,808-2.9% |
| Participation rate | 75.6% | 72.7%+2.9pp | 78.9%-3.4pp | 68.3%+7.2pp |
| Annual return | 14.36% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,851 | $2,907-36.3% | $4,333-57.3% | $2,631-29.6% |
| Participant deferral / active EE | $4,237 | $4,590-7.7% | $6,158-31.2% | $4,212+0.6% |
| Admin fee / account holder | $7,479 | $9,357-20.1% | $14,255-47.5% | $7,344+1.8% |