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 | $78,935 | $107,334-26.5% | $92,893-15.0% | $152,861-48.4% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 20.73% | 145.58%-124.9pp | 109.41%-88.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,923 | $4,221-30.8% | $3,653-20.0% | $4,762-38.6% |
| Participant deferral / active EE | $5,341 | $4,845+10.2% | $4,236+26.1% | $5,850-8.7% |
| Admin fee / account holder | $9,798 | $7,079+38.4% | $5,794+69.1% | $11,596-15.5% |