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 | $100,648 | $183,519-45.2% | $155,509-35.3% | $145,922-31.0% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 13.42% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,441 | $5,313-35.2% | $4,672-26.4% | $4,660-26.2% |
| Participant deferral / active EE | $5,284 | $6,462-18.2% | $5,626-6.1% | $6,688-21.0% |
| Admin fee / account holder | $6,961 | $19,313-64.0% | $15,912-56.3% | $13,397-48.0% |