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 | $76,173 | $108,912-30.1% | $100,383-24.1% | $145,959-47.8% |
| Participation rate | 76.5% | 83.0%-6.5pp | 81.5%-5.0pp | 80.3%-3.8pp |
| Annual return | 16.77% | 57.96%-41.2pp | 49.26%-32.5pp | 561.95%-545.2pp |
| Employer contribution / active EE | $6,001 | $4,423+35.7% | $3,944+52.2% | $4,661+28.8% |
| Participant deferral / active EE | $6,614 | $8,451-21.7% | $8,086-18.2% | $6,689-1.1% |
| Admin fee / account holder | $2,569 | $9,690-73.5% | $7,900-67.5% | $13,398-80.8% |