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 | $84,129 | $209,336-59.8% | $197,124-57.3% | $137,256-38.7% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 17.62% | 48.09%-30.5pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,852 | $6,591-41.6% | $6,227-38.1% | $4,156-7.3% |
| Participant deferral / active EE | $9,052 | $9,614-5.8% | $9,135-0.9% | $6,407+41.3% |
| Admin fee / account holder | $792 | $17,308-95.4% | $16,298-95.1% | $12,270-93.5% |