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 | $117,802 | $185,822-36.6% | $169,993-30.7% | $139,434-15.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 22.18% | 60.50%-38.3pp | 53.37%-31.2pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,897 | $7,590-61.8% | $6,785-57.3% | $4,751-39.0% |
| Participant deferral / active EE | $5,966 | $11,622-48.7% | $10,408-42.7% | $6,710-11.1% |
| Admin fee / account holder | $2,183 | $15,381-85.8% | $12,815-83.0% | $11,403-80.9% |