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 | $93,996 | $162,781-42.3% | $133,956-29.8% | $158,922-40.9% |
| Participation rate | 73.9% | 83.2%-9.3pp | 79.8%-5.9pp | 82.0%-8.0pp |
| Annual return | 18.10% | 41.94%-23.8pp | 45.09%-27.0pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,657 | $4,975-46.6% | $3,919-32.2% | $4,761-44.2% |
| Participant deferral / active EE | $5,217 | $5,911-11.7% | $5,048+3.4% | $5,982-12.8% |
| Admin fee / account holder | $967 | $11,736-91.8% | $8,927-89.2% | $11,246-91.4% |