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 | $134,625 | $165,984-18.9% | $164,813-18.3% | $145,922-7.7% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 12.27% | 100.03%-87.8pp | 69.93%-57.7pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,071 | $5,273-60.7% | $4,341-52.3% | $4,660-55.6% |
| Participant deferral / active EE | $5,519 | $6,959-20.7% | $6,031-8.5% | $6,688-17.5% |
| Admin fee / account holder | $3,685 | $16,648-77.9% | $12,690-71.0% | $13,397-72.5% |