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 | $85,265 | $183,963-53.7% | $162,163-47.4% | $152,861-44.2% |
| Participation rate | 73.7% | 88.5%-14.8pp | 87.6%-13.9pp | 82.4%-8.8pp |
| Annual return | 18.57% | 150.76%-132.2pp | 115.59%-97.0pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,290 | $6,371-64.0% | $5,614-59.2% | $4,762-51.9% |
| Participant deferral / active EE | $6,651 | $8,034-17.2% | $7,298-8.9% | $5,850+13.7% |
| Admin fee / account holder | $13,758 | $13,121+4.9% | $10,843+26.9% | $11,596+18.6% |