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 | $89,367 | $107,934-17.2% | $91,989-2.9% | $152,861-41.5% |
| Participation rate | 72.7% | 81.2%-8.5pp | 78.6%-5.9pp | 82.4%-9.7pp |
| Annual return | 25.06% | 89.24%-64.2pp | 69.02%-44.0pp | 345.32%-320.3pp |
| Employer contribution / active EE | $3,770 | $4,210-10.5% | $3,452+9.2% | $4,762-20.8% |
| Participant deferral / active EE | $7,540 | $6,364+18.5% | $5,923+27.3% | $5,850+28.9% |
| Admin fee / account holder | $3,392 | $10,520-67.8% | $7,743-56.2% | $11,596-70.7% |