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 | $78,160 | $148,534-47.4% | $135,903-42.5% | $139,434-43.9% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 19.33% | 79.19%-59.9pp | 68.23%-48.9pp | 372.94%-353.6pp |
| Employer contribution / active EE | $4,342 | $5,243-17.2% | $4,856-10.6% | $4,751-8.6% |
| Participant deferral / active EE | $10,889 | $8,100+34.4% | $7,758+40.4% | $6,710+62.3% |
| Admin fee / account holder | $18,941 | $12,400+52.8% | $10,762+76.0% | $11,403+66.1% |