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 | $97,233 | $198,466-51.0% | $170,442-43.0% | $147,584-34.1% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 9.98% | 257.29%-247.3pp | 205.93%-195.9pp | 578.55%-568.6pp |
| Employer contribution / active EE | $2,194 | $6,184-64.5% | $5,433-59.6% | $4,876-55.0% |
| Participant deferral / active EE | $7,463 | $5,629+32.6% | $4,939+51.1% | $5,439+37.2% |
| Admin fee / account holder | $982 | $16,852-94.2% | $13,880-92.9% | $10,885-91.0% |