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 | $74,063 | $148,534-50.1% | $135,903-45.5% | $139,434-46.9% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 17.29% | 79.19%-61.9pp | 68.23%-50.9pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,264 | $5,243-37.7% | $4,856-32.8% | $4,751-31.3% |
| Participant deferral / active EE | $6,961 | $8,100-14.1% | $7,758-10.3% | $6,710+3.7% |
| Admin fee / account holder | $3,463 | $12,400-72.1% | $10,762-67.8% | $11,403-69.6% |