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 | $92,263 | $117,841-21.7% | $102,423-9.9% | $145,922-36.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.25% | 31.65%-21.4pp | 29.32%-19.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,546 | $3,615-57.2% | $3,023-48.9% | $4,660-66.8% |
| Participant deferral / active EE | $2,790 | $5,731-51.3% | $5,053-44.8% | $6,688-58.3% |
| Admin fee / account holder | $5,104 | $13,326-61.7% | $9,451-46.0% | $13,397-61.9% |