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 | $111,859 | $177,572-37.0% | $154,803-27.7% | $142,382-21.4% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 18.93% | 65.07%-46.1pp | 58.88%-40.0pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,516 | $4,810-26.9% | $4,305-18.3% | $4,299-18.2% |
| Participant deferral / active EE | $8,749 | $6,272+39.5% | $5,540+57.9% | $6,507+34.5% |
| Admin fee / account holder | $7,029 | $16,786-58.1% | $14,329-50.9% | $12,624-44.3% |