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 | $119,774 | $105,859+13.1% | $90,160+32.8% | $147,584-18.8% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.1pp | 82.8%-10.1pp |
| Annual return | 14.39% | 37.63%-23.2pp | 34.88%-20.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,487 | $4,126-39.7% | $3,318-25.0% | $4,876-49.0% |
| Participant deferral / active EE | $3,569 | $5,733-37.8% | $5,288-32.5% | $5,439-34.4% |
| Admin fee / account holder | $4,425 | $8,046-45.0% | $5,943-25.5% | $10,885-59.3% |