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 | $103,514 | $185,822-44.3% | $169,993-39.1% | $139,434-25.8% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 18.00% | 60.50%-42.5pp | 53.37%-35.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,400 | $7,590-55.2% | $6,785-49.9% | $4,751-28.4% |
| Participant deferral / active EE | $3,319 | $11,622-71.4% | $10,408-68.1% | $6,710-50.5% |
| Admin fee / account holder | $1,496 | $15,381-90.3% | $12,815-88.3% | $11,403-86.9% |