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 | $107,789 | $185,822-42.0% | $169,993-36.6% | $139,434-22.7% |
| Participation rate | 84.2% | 87.8%-3.5pp | 87.0%-2.8pp | 80.3%+3.9pp |
| Annual return | 14.54% | 60.50%-46.0pp | 53.37%-38.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,340 | $7,590-69.2% | $6,785-65.5% | $4,751-50.7% |
| Participant deferral / active EE | $4,833 | $11,622-58.4% | $10,408-53.6% | $6,710-28.0% |
| Admin fee / account holder | $4,348 | $15,381-71.7% | $12,815-66.1% | $11,403-61.9% |