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 | $86,265 | $185,822-53.6% | $169,993-49.3% | $139,434-38.1% |
| Participation rate | 82.6% | 87.8%-5.1pp | 87.0%-4.4pp | 80.3%+2.3pp |
| Annual return | 16.10% | 60.50%-44.4pp | 53.37%-37.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,672 | $7,590-64.8% | $6,785-60.6% | $4,751-43.7% |
| Participant deferral / active EE | $4,117 | $11,622-64.6% | $10,408-60.4% | $6,710-38.7% |
| Admin fee / account holder | $643 | $15,381-95.8% | $12,815-95.0% | $11,403-94.4% |