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 | $141,294 | $197,591-28.5% | $177,821-20.5% | $158,922-11.1% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.7%-17.7pp | 82.0%-12.0pp |
| Annual return | 14.12% | 58.76%-44.6pp | 48.32%-34.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,832 | $6,697-72.6% | $5,918-69.0% | $4,761-61.5% |
| Participant deferral / active EE | $6,353 | $8,405-24.4% | $7,714-17.6% | $5,982+6.2% |
| Admin fee / account holder | $3,772 | $15,399-75.5% | $12,427-69.6% | $11,246-66.5% |