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 | $95,055 | $183,592-48.2% | $155,567-38.9% | $145,959-34.9% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 13.47% | 61.24%-47.8pp | 64.74%-51.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,585 | $5,315-70.2% | $4,674-66.1% | $4,661-66.0% |
| Participant deferral / active EE | $10,727 | $6,464+65.9% | $5,628+90.6% | $6,689+60.4% |
| Admin fee / account holder | $1,589 | $19,318-91.8% | $15,916-90.0% | $13,398-88.1% |