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 | $83,214 | $148,534-44.0% | $135,903-38.8% | $139,434-40.3% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 22.31% | 79.19%-56.9pp | 68.23%-45.9pp | 372.94%-350.6pp |
| Employer contribution / active EE | $3,499 | $5,243-33.3% | $4,856-28.0% | $4,751-26.4% |
| Participant deferral / active EE | $6,055 | $8,100-25.2% | $7,758-21.9% | $6,710-9.8% |
| Admin fee / account holder | $400 | $12,400-96.8% | $10,762-96.3% | $11,403-96.5% |