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 | $123,723 | $183,592-32.6% | $155,567-20.5% | $145,959-15.2% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 12.01% | 61.24%-49.2pp | 64.74%-52.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $3,668 | $5,315-31.0% | $4,674-21.5% | $4,661-21.3% |
| Participant deferral / active EE | $6,268 | $6,464-3.0% | $5,628+11.4% | $6,689-6.3% |
| Admin fee / account holder | $1,145 | $19,318-94.1% | $15,916-92.8% | $13,398-91.5% |