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 | $121,647 | $159,901-23.9% | $146,958-17.2% | $145,922-16.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 10.11% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,622 | $5,286-50.4% | $4,933-46.9% | $4,660-43.7% |
| Participant deferral / active EE | $5,923 | $8,428-29.7% | $8,070-26.6% | $6,688-11.4% |
| Admin fee / account holder | $10,792 | $15,044-28.3% | $12,998-17.0% | $13,397-19.4% |