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 | $120,212 | $148,534-19.1% | $135,903-11.5% | $139,434-13.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 29.51% | 79.19%-49.7pp | 68.23%-38.7pp | 372.94%-343.4pp |
| Employer contribution / active EE | $1,715 | $5,243-67.3% | $4,856-64.7% | $4,751-63.9% |
| Participant deferral / active EE | $6,334 | $8,100-21.8% | $7,758-18.4% | $6,710-5.6% |
| Admin fee / account holder | $17,494 | $12,400+41.1% | $10,762+62.6% | $11,403+53.4% |