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 | $74,846 | $152,587-50.9% | $125,175-40.2% | $152,861-51.0% |
| Participation rate | 78.6% | 83.3%-4.8pp | 79.8%-1.2pp | 82.4%-3.9pp |
| Annual return | 18.10% | 54.84%-36.7pp | 43.79%-25.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $4,351 | $4,946-12.0% | $3,865+12.6% | $4,762-8.6% |
| Participant deferral / active EE | $4,114 | $5,868-29.9% | $4,937-16.7% | $5,850-29.7% |
| Admin fee / account holder | $33,895 | $13,434+152.3% | $9,702+249.4% | $11,596+192.3% |