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 | $88,504 | $157,256-43.7% | $141,162-37.3% | $152,861-42.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 21.42% | 64.32%-42.9pp | 71.39%-50.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,927 | $5,261-44.4% | $4,735-38.2% | $4,762-38.5% |
| Participant deferral / active EE | $6,180 | $7,109-13.1% | $6,709-7.9% | $5,850+5.6% |
| Admin fee / account holder | $3,404 | $12,120-71.9% | $10,261-66.8% | $11,596-70.6% |