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 | $84,072 | $192,717-56.4% | $142,449-41.0% | $139,434-39.7% |
| Participation rate | 75.0% | 81.5%-6.5pp | 76.8%-1.8pp | 80.3%-5.3pp |
| Annual return | 13.85% | 17.99%-4.1pp | 19.99%-6.1pp | 372.94%-359.1pp |
| Employer contribution / active EE | $8,664 | $5,806+49.2% | $4,847+78.7% | $4,751+82.4% |
| Participant deferral / active EE | $5,815 | $7,208-19.3% | $6,283-7.5% | $6,710-13.3% |
| Admin fee / account holder | $3,140 | $15,124-79.2% | $10,011-68.6% | $11,403-72.5% |