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 | $94,806 | $197,591-52.0% | $177,821-46.7% | $158,922-40.3% |
| Participation rate | 86.4% | 88.5%-2.2pp | 87.7%-1.4pp | 82.0%+4.4pp |
| Annual return | 25.80% | 58.76%-33.0pp | 48.32%-22.5pp | 302.83%-277.0pp |
| Employer contribution / active EE | $4,659 | $6,697-30.4% | $5,918-21.3% | $4,761-2.2% |
| Participant deferral / active EE | $9,675 | $8,405+15.1% | $7,714+25.4% | $5,982+61.7% |
| Admin fee / account holder | $6,569 | $15,399-57.3% | $12,427-47.1% | $11,246-41.6% |