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 | $98,272 | $107,334-8.4% | $92,893+5.8% | $152,861-35.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 22.15% | 145.58%-123.4pp | 109.41%-87.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,039 | $4,221-75.4% | $3,653-71.6% | $4,762-78.2% |
| Participant deferral / active EE | $2,339 | $4,845-51.7% | $4,236-44.8% | $5,850-60.0% |
| Admin fee / account holder | $3,216 | $7,079-54.6% | $5,794-44.5% | $11,596-72.3% |