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 | $113,666 | $157,256-27.7% | $141,162-19.5% | $152,861-25.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 16.86% | 64.32%-47.5pp | 71.39%-54.5pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,546 | $5,261-51.6% | $4,735-46.2% | $4,762-46.5% |
| Participant deferral / active EE | $6,456 | $7,109-9.2% | $6,709-3.8% | $5,850+10.4% |
| Admin fee / account holder | $5,720 | $12,120-52.8% | $10,261-44.3% | $11,596-50.7% |