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 | $91,314 | $197,591-53.8% | $177,821-48.6% | $158,922-42.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 11.94% | 58.76%-46.8pp | 48.32%-36.4pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,329 | $6,697-65.2% | $5,918-60.6% | $4,761-51.1% |
| Participant deferral / active EE | $9,589 | $8,405+14.1% | $7,714+24.3% | $5,982+60.3% |
| Admin fee / account holder | $7,443 | $15,399-51.7% | $12,427-40.1% | $11,246-33.8% |