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 | $61,738 | $157,256-60.7% | $141,162-56.3% | $152,861-59.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 20.44% | 64.32%-43.9pp | 71.39%-51.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,186 | $5,261-58.5% | $4,735-53.8% | $4,762-54.1% |
| Participant deferral / active EE | $8,872 | $7,109+24.8% | $6,709+32.2% | $5,850+51.7% |
| Admin fee / account holder | $6,564 | $12,120-45.8% | $10,261-36.0% | $11,596-43.4% |