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 | $90,888 | $148,534-38.8% | $135,903-33.1% | $139,434-34.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.82% | 79.19%-61.4pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $4,005 | $5,243-23.6% | $4,856-17.5% | $4,751-15.7% |
| Participant deferral / active EE | $9,446 | $8,100+16.6% | $7,758+21.8% | $6,710+40.8% |
| Admin fee / account holder | $5,957 | $12,400-52.0% | $10,762-44.6% | $11,403-47.8% |