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 | $85,401 | $96,557-11.6% | $80,975+5.5% | $273,961-68.8% |
| Participation rate | 73.3% | 79.1%-5.8pp | 75.8%-2.5pp | 83.0%-9.7pp |
| Annual return | 11.84% | 15.14%-3.3pp | 17.10%-5.3pp | 41.45%-29.6pp |
| Employer contribution / active EE | $957 | $4,868-80.3% | $3,714-74.2% | $4,869-80.3% |
| Participant deferral / active EE | $3,085 | $6,598-53.2% | $5,696-45.8% | $5,287-41.7% |
| Admin fee / account holder | $2,062 | $7,492-72.5% | $5,516-62.6% | $10,132-79.7% |