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 | $142,372 | $166,020-14.2% | $164,866-13.6% | $145,959-2.5% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 15.72% | 100.08%-84.4pp | 69.97%-54.2pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,631 | $5,275-69.1% | $4,343-62.4% | $4,661-65.0% |
| Participant deferral / active EE | $3,262 | $6,961-53.1% | $6,033-45.9% | $6,689-51.2% |
| Admin fee / account holder | $1,854 | $16,644-88.9% | $12,689-85.4% | $13,398-86.2% |