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 | $92,882 | $148,534-37.5% | $135,903-31.7% | $139,434-33.4% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 26.01% | 79.19%-53.2pp | 68.23%-42.2pp | 372.94%-346.9pp |
| Employer contribution / active EE | $1,603 | $5,243-69.4% | $4,856-67.0% | $4,751-66.2% |
| Participant deferral / active EE | $4,304 | $8,100-46.9% | $7,758-44.5% | $6,710-35.9% |
| Admin fee / account holder | $5,648 | $12,400-54.4% | $10,762-47.5% | $11,403-50.5% |