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 | $114,412 | $162,781-29.7% | $133,956-14.6% | $158,922-28.0% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 17.82% | 41.94%-24.1pp | 45.09%-27.3pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,584 | $4,975-68.2% | $3,919-59.6% | $4,761-66.7% |
| Participant deferral / active EE | $4,572 | $5,911-22.7% | $5,048-9.4% | $5,982-23.6% |
| Admin fee / account holder | $5,046 | $11,736-57.0% | $8,927-43.5% | $11,246-55.1% |