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 | $97,430 | $177,572-45.1% | $154,803-37.1% | $142,382-31.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 17.75% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,445 | $4,810-49.2% | $4,305-43.2% | $4,299-43.1% |
| Participant deferral / active EE | $8,850 | $6,272+41.1% | $5,540+59.7% | $6,507+36.0% |
| Admin fee / account holder | $17,032 | $16,786+1.5% | $14,329+18.9% | $12,624+34.9% |