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 | $88,637 | $159,901-44.6% | $146,958-39.7% | $145,922-39.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.41% | 98.13%-80.7pp | 418.34%-400.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,616 | $5,286-50.5% | $4,933-47.0% | $4,660-43.9% |
| Participant deferral / active EE | $5,139 | $8,428-39.0% | $8,070-36.3% | $6,688-23.2% |
| Admin fee / account holder | $14,728 | $15,044-2.1% | $12,998+13.3% | $13,397+9.9% |