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 | $85,549 | $214,378-60.1% | $200,582-57.3% | $142,382-39.9% |
| Participation rate | 78.6% | 87.4%-8.9pp | 86.9%-8.3pp | 80.1%-1.5pp |
| Annual return | 13.44% | 46.41%-33.0pp | 42.33%-28.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,669 | $6,841-31.8% | $6,419-27.3% | $4,299+8.6% |
| Participant deferral / active EE | $5,982 | $9,865-39.4% | $9,331-35.9% | $6,507-8.1% |
| Admin fee / account holder | $3,771 | $17,692-78.7% | $16,305-76.9% | $12,624-70.1% |