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 | $161,352-45.7% | $134,172-34.7% | $137,256-36.1% |
| Participation rate | 72.7% | 78.3%-5.6pp | 72.5%+0.3pp | 80.0%-7.2pp |
| Annual return | 16.41% | 28.72%-12.3pp | 25.30%-8.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $4,079 | $4,099-0.5% | $3,420+19.3% | $4,156-1.9% |
| Participant deferral / active EE | $3,428 | $5,552-38.3% | $4,690-26.9% | $6,407-46.5% |
| Admin fee / account holder | $604 | $15,028-96.0% | $12,016-95.0% | $12,270-95.1% |