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 | $86,323 | $176,812-51.2% | $146,665-41.1% | $167,490-48.5% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 18.01% | 24.03%-6.0pp | 22.74%-4.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,473 | $5,160-71.5% | $4,136-64.4% | $4,837-69.6% |
| Participant deferral / active EE | $4,744 | $6,440-26.3% | $5,506-13.8% | $6,341-25.2% |
| Admin fee / account holder | $3,021 | $13,259-77.2% | $10,280-70.6% | $12,309-75.5% |