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 | $105,420 | $148,534-29.0% | $135,903-22.4% | $139,434-24.4% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 15.57% | 79.19%-63.6pp | 68.23%-52.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,340 | $5,243-55.4% | $4,856-51.8% | $4,751-50.8% |
| Participant deferral / active EE | $8,903 | $8,100+9.9% | $7,758+14.8% | $6,710+32.7% |
| Admin fee / account holder | $6,603 | $12,400-46.8% | $10,762-38.6% | $11,403-42.1% |