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 | $94,499 | $165,984-43.1% | $164,813-42.7% | $145,922-35.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.99% | 100.03%-88.0pp | 69.93%-57.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,517 | $5,273-71.2% | $4,341-65.0% | $4,660-67.4% |
| Participant deferral / active EE | $3,698 | $6,959-46.9% | $6,031-38.7% | $6,688-44.7% |
| Admin fee / account holder | $703 | $16,648-95.8% | $12,690-94.5% | $13,397-94.7% |