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 | $164,993 | $227,553-27.5% | $189,557-13.0% | $167,490-1.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 14.00% | 78.40%-64.4pp | 64.17%-50.2pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,942 | $5,316-63.5% | $4,412-56.0% | $4,837-59.8% |
| Participant deferral / active EE | $4,388 | $7,002-37.3% | $6,174-28.9% | $6,341-30.8% |
| Admin fee / account holder | $19,823 | $11,878+66.9% | $9,807+102.1% | $12,309+61.0% |