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 | $91,834 | $177,572-48.3% | $154,803-40.7% | $142,382-35.5% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 12.92% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,576 | $4,810-67.2% | $4,305-63.4% | $4,299-63.3% |
| Participant deferral / active EE | $4,658 | $6,272-25.7% | $5,540-15.9% | $6,507-28.4% |
| Admin fee / account holder | $8,146 | $16,786-51.5% | $14,329-43.1% | $12,624-35.5% |