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 | $91,575 | $165,335-44.6% | $149,696-38.8% | $158,922-42.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 13.55% | 348.15%-334.6pp | 276.60%-263.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $3,492 | $5,103-31.6% | $4,644-24.8% | $4,761-26.7% |
| Participant deferral / active EE | $9,089 | $7,181+26.6% | $6,842+32.8% | $5,982+51.9% |
| Admin fee / account holder | $7,753 | $10,807-28.3% | $9,309-16.7% | $11,246-31.1% |