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 | $95,950 | $197,591-51.4% | $177,821-46.0% | $158,922-39.6% |
| Participation rate | 78.6% | 88.5%-10.0pp | 87.7%-9.2pp | 82.0%-3.4pp |
| Annual return | 11.30% | 58.76%-47.5pp | 48.32%-37.0pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,663 | $6,697-60.2% | $5,918-55.0% | $4,761-44.1% |
| Participant deferral / active EE | $4,984 | $8,405-40.7% | $7,714-35.4% | $5,982-16.7% |
| Admin fee / account holder | $2,164 | $15,399-86.0% | $12,427-82.6% | $11,246-80.8% |