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 | $132,440 | $159,901-17.2% | $146,958-9.9% | $145,922-9.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 15.41% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,178 | $5,286-58.8% | $4,933-55.8% | $4,660-53.3% |
| Participant deferral / active EE | $3,789 | $8,428-55.0% | $8,070-53.1% | $6,688-43.3% |
| Admin fee / account holder | $9,360 | $15,044-37.8% | $12,998-28.0% | $13,397-30.1% |