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 | $89,734 | $884,045-89.8% | $453,369-80.2% | $167,490-46.4% |
| Participation rate | 71.4% | 81.6%-10.1pp | 78.0%-6.6pp | 82.1%-10.7pp |
| Annual return | 13.49% | 29.49%-16.0pp | 64.40%-50.9pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,236 | $5,538-59.6% | $4,070-45.1% | $4,837-53.8% |
| Participant deferral / active EE | $8,396 | $7,898+6.3% | $6,209+35.2% | $6,341+32.4% |
| Admin fee / account holder | $3,203 | $22,063-85.5% | $11,209-71.4% | $12,309-74.0% |