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 | $85,072 | $228,332-62.7% | $185,823-54.2% | $158,922-46.5% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 14.84% | 40.80%-26.0pp | 35.95%-21.1pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,006 | $4,967-59.6% | $4,087-50.9% | $4,761-57.9% |
| Participant deferral / active EE | $4,011 | $6,415-37.5% | $5,632-28.8% | $5,982-32.9% |
| Admin fee / account holder | $3,353 | $11,864-71.7% | $9,500-64.7% | $11,246-70.2% |