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 | $84,596 | $177,572-52.4% | $154,803-45.4% | $142,382-40.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 18.36% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,675 | $4,810-23.6% | $4,305-14.7% | $4,299-14.5% |
| Participant deferral / active EE | $6,712 | $6,272+7.0% | $5,540+21.1% | $6,507+3.2% |
| Admin fee / account holder | $4,733 | $16,786-71.8% | $14,329-67.0% | $12,624-62.5% |