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 | $126,623 | $185,822-31.9% | $169,993-25.5% | $139,434-9.2% |
| Participation rate | 78.6% | 87.8%-9.2pp | 87.0%-8.4pp | 80.3%-1.7pp |
| Annual return | 12.22% | 60.50%-48.3pp | 53.37%-41.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,565 | $7,590-66.2% | $6,785-62.2% | $4,751-46.0% |
| Participant deferral / active EE | $9,200 | $11,622-20.8% | $10,408-11.6% | $6,710+37.1% |
| Admin fee / account holder | $945 | $15,381-93.9% | $12,815-92.6% | $11,403-91.7% |