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 | $111,600 | $183,519-39.2% | $155,509-28.2% | $145,922-23.5% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 28.30% | 61.17%-32.9pp | 64.67%-36.4pp | 561.29%-533.0pp |
| Employer contribution / active EE | $3,026 | $5,313-43.0% | $4,672-35.2% | $4,660-35.1% |
| Participant deferral / active EE | $6,522 | $6,462+0.9% | $5,626+15.9% | $6,688-2.5% |
| Admin fee / account holder | $5,600 | $19,313-71.0% | $15,912-64.8% | $13,397-58.2% |