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 | $75,425 | $157,256-52.0% | $141,162-46.6% | $152,861-50.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 27.11% | 64.32%-37.2pp | 71.39%-44.3pp | 345.32%-318.2pp |
| Employer contribution / active EE | $3,881 | $5,261-26.2% | $4,735-18.0% | $4,762-18.5% |
| Participant deferral / active EE | $7,211 | $7,109+1.4% | $6,709+7.5% | $5,850+23.3% |
| Admin fee / account holder | $1,515 | $12,120-87.5% | $10,261-85.2% | $11,596-86.9% |