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 | $92,452 | $176,812-47.7% | $146,665-37.0% | $167,490-44.8% |
| Participation rate | 78.9% | 83.6%-4.7pp | 80.1%-1.1pp | 82.1%-3.2pp |
| Annual return | 16.00% | 24.03%-8.0pp | 22.74%-6.7pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,161 | $5,160-58.1% | $4,136-47.8% | $4,837-55.3% |
| Participant deferral / active EE | $5,932 | $6,440-7.9% | $5,506+7.7% | $6,341-6.5% |
| Admin fee / account holder | $5,495 | $13,259-58.6% | $10,280-46.5% | $12,309-55.4% |