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 | $80,673 | $176,377-54.3% | $134,143-39.9% | $158,922-49.2% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 16.27% | 63.63%-47.4pp | 36.33%-20.1pp | 302.83%-286.6pp |
| Employer contribution / active EE | $3,470 | $5,040-31.1% | $3,704-6.3% | $4,761-27.1% |
| Participant deferral / active EE | $5,927 | $4,091+44.9% | $3,499+69.4% | $5,982-0.9% |
| Admin fee / account holder | $19,567 | $8,718+124.5% | $6,684+192.7% | $11,246+74.0% |