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 | $89,262 | $183,592-51.4% | $155,567-42.6% | $145,959-38.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.80% | 61.24%-47.4pp | 64.74%-50.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $1,483 | $5,315-72.1% | $4,674-68.3% | $4,661-68.2% |
| Participant deferral / active EE | $2,719 | $6,464-57.9% | $5,628-51.7% | $6,689-59.4% |
| Admin fee / account holder | $12,347 | $19,318-36.1% | $15,916-22.4% | $13,398-7.8% |