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 | $64,300 | $197,591-67.5% | $177,821-63.8% | $158,922-59.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 9.22% | 58.76%-49.5pp | 48.32%-39.1pp | 302.83%-293.6pp |
| Employer contribution / active EE | $2,122 | $6,697-68.3% | $5,918-64.1% | $4,761-55.4% |
| Participant deferral / active EE | $9,301 | $8,405+10.7% | $7,714+20.6% | $5,982+55.5% |
| Admin fee / account holder | $13,309 | $15,399-13.6% | $12,427+7.1% | $11,246+18.3% |