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 | $81,788 | $228,332-64.2% | $185,823-56.0% | $158,922-48.5% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.0%-8.0pp | 82.0%-12.0pp |
| Annual return | 10.55% | 40.80%-30.3pp | 35.95%-25.4pp | 302.83%-292.3pp |
| Employer contribution / active EE | $698 | $4,967-85.9% | $4,087-82.9% | $4,761-85.3% |
| Participant deferral / active EE | $5,479 | $6,415-14.6% | $5,632-2.7% | $5,982-8.4% |
| Admin fee / account holder | $4,639 | $11,864-60.9% | $9,500-51.2% | $11,246-58.7% |