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 7-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 | $91,004 | $115,770-21.4% | $101,248-10.1% | $158,922-42.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 16.53% | 56.14%-39.6pp | 46.47%-29.9pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,321 | $4,175-68.3% | $3,660-63.9% | $4,761-72.2% |
| Participant deferral / active EE | $1,904 | $4,957-61.6% | $4,370-56.4% | $5,982-68.2% |
| Admin fee / account holder | $9,874 | $7,245+36.3% | $5,945+66.1% | $11,246-12.2% |