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 | $87,382 | $63,703+37.2% | $93,063-6.1% | $82,448+6.0% |
| Participation rate | 70.6% | 63.8%+6.8pp | 72.1%-1.5pp | 68.1%+2.5pp |
| Annual return | 14.58% | -775.43%+790.0pp | 34.15%-19.6pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,168 | $1,729-32.4% | $2,476-52.8% | $2,551-54.2% |
| Participant deferral / active EE | $2,933 | $2,919+0.5% | $3,958-25.9% | $4,139-29.1% |
| Admin fee / account holder | $3,351 | $5,982-44.0% | $6,033-44.5% | $7,234-53.7% |