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 | $69,050 | $135,635-49.1% | $110,238-37.4% | $135,375-49.0% |
| Participation rate | 78.3% | 83.5%-5.2pp | 79.8%-1.6pp | 82.6%-4.4pp |
| Annual return | -3.95% | 513.19%-517.1pp | 314.74%-318.7pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,158 | $4,906-56.0% | $3,826-43.6% | $4,779-54.8% |
| Participant deferral / active EE | $5,238 | $5,506-4.9% | $4,672+12.1% | $5,609-6.6% |
| Admin fee / account holder | $8,743 | $11,457-23.7% | $8,547+2.3% | $10,827-19.2% |