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 | $87,031 | $148,534-41.4% | $135,903-36.0% | $139,434-37.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 18.11% | 79.19%-61.1pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,294 | $5,243-37.2% | $4,856-32.2% | $4,751-30.7% |
| Participant deferral / active EE | $8,096 | $8,100-0.1% | $7,758+4.4% | $6,710+20.6% |
| Admin fee / account holder | $7,144 | $12,400-42.4% | $10,762-33.6% | $11,403-37.4% |