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 | $92,498 | $152,587-39.4% | $125,175-26.1% | $152,861-39.5% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.4%-9.7pp |
| Annual return | 18.89% | 54.84%-35.9pp | 43.79%-24.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,695 | $4,946-65.7% | $3,865-56.2% | $4,762-64.4% |
| Participant deferral / active EE | $3,452 | $5,868-41.2% | $4,937-30.1% | $5,850-41.0% |
| Admin fee / account holder | $24,462 | $13,434+82.1% | $9,702+152.1% | $11,596+110.9% |