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 | $81,791 | $152,587-46.4% | $125,175-34.7% | $152,861-46.5% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 20.77% | 54.84%-34.1pp | 43.79%-23.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,389 | $4,946-71.9% | $3,865-64.1% | $4,762-70.8% |
| Participant deferral / active EE | $2,866 | $5,868-51.2% | $4,937-41.9% | $5,850-51.0% |
| Admin fee / account holder | $15,000 | $13,434+11.7% | $9,702+54.6% | $11,596+29.3% |