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 | $84,360 | $148,534-43.2% | $135,903-37.9% | $139,434-39.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.01% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,529 | $5,243-32.7% | $4,856-27.3% | $4,751-25.7% |
| Participant deferral / active EE | $6,847 | $8,100-15.5% | $7,758-11.7% | $6,710+2.0% |
| Admin fee / account holder | $2,900 | $12,400-76.6% | $10,762-73.1% | $11,403-74.6% |