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 | $83,019 | $117,841-29.6% | $102,423-18.9% | $145,922-43.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 8.86% | 31.65%-22.8pp | 29.32%-20.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,234 | $3,615-65.9% | $3,023-59.2% | $4,660-73.5% |
| Participant deferral / active EE | $4,183 | $5,731-27.0% | $5,053-17.2% | $6,688-37.4% |
| Admin fee / account holder | $22,808 | $13,326+71.2% | $9,451+141.3% | $13,397+70.3% |