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 5-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 | $91,316 | $154,228-40.8% | $145,433-37.2% | $137,256-33.5% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 17.51% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,525 | $4,804-47.4% | $4,554-44.6% | $4,156-39.2% |
| Participant deferral / active EE | $6,799 | $8,216-17.2% | $7,897-13.9% | $6,407+6.1% |
| Admin fee / account holder | $7,893 | $14,344-45.0% | $13,129-39.9% | $12,270-35.7% |