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 | $94,606 | $179,726-47.4% | $156,263-39.5% | $142,382-33.6% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.9%-2.4pp | 80.1%-3.6pp |
| Annual return | 16.48% | 77.86%-61.4pp | 59.47%-43.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,146 | $5,069-57.7% | $4,333-50.5% | $4,299-50.1% |
| Participant deferral / active EE | $5,394 | $6,956-22.5% | $6,158-12.4% | $6,507-17.1% |
| Admin fee / account holder | $8,416 | $17,272-51.3% | $14,255-41.0% | $12,624-33.3% |