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 | $92,392 | $177,572-48.0% | $154,803-40.3% | $142,382-35.1% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 14.19% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,009 | $4,810-58.2% | $4,305-53.3% | $4,299-53.3% |
| Participant deferral / active EE | $2,334 | $6,272-62.8% | $5,540-57.9% | $6,507-64.1% |
| Admin fee / account holder | $3,826 | $16,786-77.2% | $14,329-73.3% | $12,624-69.7% |