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 | $99,611 | $154,117-35.4% | $129,995-23.4% | $139,434-28.6% |
| Participation rate | 84.6% | 82.0%+2.7pp | 78.5%+6.1pp | 80.3%+4.3pp |
| Annual return | 16.54% | 32.48%-15.9pp | -137.18%+153.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,609 | $5,289-50.7% | $4,320-39.6% | $4,751-45.1% |
| Participant deferral / active EE | $5,277 | $6,710-21.4% | $5,820-9.3% | $6,710-21.4% |
| Admin fee / account holder | $24,899 | $14,007+77.8% | $10,614+134.6% | $11,403+118.4% |