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 | $85,803 | $162,781-47.3% | $133,956-35.9% | $158,922-46.0% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 11.78% | 41.94%-30.2pp | 45.09%-33.3pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,384 | $4,975-52.1% | $3,919-39.2% | $4,761-49.9% |
| Participant deferral / active EE | $2,808 | $5,911-52.5% | $5,048-44.4% | $5,982-53.1% |
| Admin fee / account holder | $19,742 | $11,736+68.2% | $8,927+121.1% | $11,246+75.6% |