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 | $86,755 | $183,963-52.8% | $162,163-46.5% | $152,861-43.2% |
| Participation rate | 76.2% | 88.5%-12.3pp | 87.6%-11.4pp | 82.4%-6.3pp |
| Annual return | 25.35% | 150.76%-125.4pp | 115.59%-90.2pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,616 | $6,371-58.9% | $5,614-53.4% | $4,762-45.1% |
| Participant deferral / active EE | $5,907 | $8,034-26.5% | $7,298-19.1% | $5,850+1.0% |
| Admin fee / account holder | $1,178 | $13,121-91.0% | $10,843-89.1% | $11,596-89.8% |