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 | $92,098 | $165,335-44.3% | $149,696-38.5% | $158,922-42.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 13.48% | 348.15%-334.7pp | 276.60%-263.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,392 | $5,103-53.1% | $4,644-48.5% | $4,761-49.8% |
| Participant deferral / active EE | $3,817 | $7,181-46.8% | $6,842-44.2% | $5,982-36.2% |
| Admin fee / account holder | $3,319 | $10,807-69.3% | $9,309-64.3% | $11,246-70.5% |