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 | $113,916 | $157,256-27.6% | $141,162-19.3% | $152,861-25.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 22.22% | 64.32%-42.1pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,816 | $5,261-27.5% | $4,735-19.4% | $4,762-19.9% |
| Participant deferral / active EE | $7,541 | $7,109+6.1% | $6,709+12.4% | $5,850+28.9% |
| Admin fee / account holder | $30,174 | $12,120+149.0% | $10,261+194.1% | $11,596+160.2% |