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 | $94,170 | $198,466-52.6% | $170,442-44.7% | $147,584-36.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 11.94% | 257.29%-245.4pp | 205.93%-194.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $3,346 | $6,184-45.9% | $5,433-38.4% | $4,876-31.4% |
| Participant deferral / active EE | $6,850 | $5,629+21.7% | $4,939+38.7% | $5,439+25.9% |
| Admin fee / account holder | $4,325 | $16,852-74.3% | $13,880-68.8% | $10,885-60.3% |