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 | $73,503 | $183,519-59.9% | $155,509-52.7% | $145,922-49.6% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.8pp | 80.3%-1.3pp |
| Annual return | 15.71% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,576 | $5,313-51.5% | $4,672-44.9% | $4,660-44.7% |
| Participant deferral / active EE | $5,518 | $6,462-14.6% | $5,626-1.9% | $6,688-17.5% |
| Admin fee / account holder | $2,997 | $19,313-84.5% | $15,912-81.2% | $13,397-77.6% |