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 | $85,173 | $148,534-42.7% | $135,903-37.3% | $139,434-38.9% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 25.81% | 79.19%-53.4pp | 68.23%-42.4pp | 372.94%-347.1pp |
| Employer contribution / active EE | $6,038 | $5,243+15.2% | $4,856+24.3% | $4,751+27.1% |
| Participant deferral / active EE | $13,632 | $8,100+68.3% | $7,758+75.7% | $6,710+103.2% |
| Admin fee / account holder | $11,163 | $12,400-10.0% | $10,762+3.7% | $11,403-2.1% |