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 | $85,936 | $177,572-51.6% | $154,803-44.5% | $142,382-39.6% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 14.59% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,379 | $4,810-71.3% | $4,305-68.0% | $4,299-67.9% |
| Participant deferral / active EE | $4,530 | $6,272-27.8% | $5,540-18.2% | $6,507-30.4% |
| Admin fee / account holder | $9,407 | $16,786-44.0% | $14,329-34.3% | $12,624-25.5% |