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 | $113,509 | $176,377-35.6% | $134,143-15.4% | $158,922-28.6% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 12.28% | 63.63%-51.3pp | 36.33%-24.0pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,216 | $5,040-56.0% | $3,704-40.2% | $4,761-53.5% |
| Participant deferral / active EE | $8,490 | $4,091+107.5% | $3,499+142.7% | $5,982+41.9% |
| Admin fee / account holder | $628 | $8,718-92.8% | $6,684-90.6% | $11,246-94.4% |