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 | $95,141 | $152,587-37.6% | $125,175-24.0% | $152,861-37.8% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.4%-9.7pp |
| Annual return | 24.30% | 54.84%-30.5pp | 43.79%-19.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,923 | $4,946-61.1% | $3,865-50.2% | $4,762-59.6% |
| Participant deferral / active EE | $9,506 | $5,868+62.0% | $4,937+92.6% | $5,850+62.5% |
| Admin fee / account holder | $33,877 | $13,434+152.2% | $9,702+249.2% | $11,596+192.1% |