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 | $84,628 | $176,056-51.9% | $159,436-46.9% | $167,490-49.5% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 14.52% | 331.75%-317.2pp | 263.57%-249.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $2,133 | $5,297-59.7% | $4,829-55.8% | $4,837-55.9% |
| Participant deferral / active EE | $7,338 | $7,750-5.3% | $7,352-0.2% | $6,341+15.7% |
| Admin fee / account holder | $487 | $12,554-96.1% | $10,799-95.5% | $12,309-96.0% |