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 | $88,670 | $157,256-43.6% | $141,162-37.2% | $152,861-42.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 32.45% | 64.32%-31.9pp | 71.39%-38.9pp | 345.32%-312.9pp |
| Employer contribution / active EE | $1,903 | $5,261-63.8% | $4,735-59.8% | $4,762-60.1% |
| Participant deferral / active EE | $4,811 | $7,109-32.3% | $6,709-28.3% | $5,850-17.8% |
| Admin fee / account holder | $12,160 | $12,120+0.3% | $10,261+18.5% | $11,596+4.9% |