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 | $92,372 | $154,228-40.1% | $145,433-36.5% | $137,256-32.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 19.08% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,787 | $4,804-21.2% | $4,554-16.9% | $4,156-8.9% |
| Participant deferral / active EE | $12,701 | $8,216+54.6% | $7,897+60.8% | $6,407+98.2% |
| Admin fee / account holder | $6,244 | $14,344-56.5% | $13,129-52.4% | $12,270-49.1% |