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 | $86,971 | $152,587-43.0% | $125,175-30.5% | $152,861-43.1% |
| Participation rate | 76.5% | 83.3%-6.9pp | 79.8%-3.3pp | 82.4%-6.0pp |
| Annual return | 21.74% | 54.84%-33.1pp | 43.79%-22.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,535 | $4,946-69.0% | $3,865-60.3% | $4,762-67.8% |
| Participant deferral / active EE | $3,992 | $5,868-32.0% | $4,937-19.1% | $5,850-31.8% |
| Admin fee / account holder | $1,148 | $13,434-91.5% | $9,702-88.2% | $11,596-90.1% |