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 | $87,671 | $163,101-46.2% | $136,749-35.9% | $142,382-38.4% |
| Participation rate | 72.7% | 78.2%-5.5pp | 72.1%+0.6pp | 80.1%-7.4pp |
| Annual return | 16.41% | 27.54%-11.1pp | 24.33%-7.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,079 | $4,117-0.9% | $3,400+20.0% | $4,299-5.1% |
| Participant deferral / active EE | $3,428 | $5,585-38.6% | $4,692-26.9% | $6,507-47.3% |
| Admin fee / account holder | $604 | $14,318-95.8% | $11,386-94.7% | $12,624-95.2% |