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 | $133,067 | $232,540-42.8% | $185,117-28.1% | $147,584-9.8% |
| Participation rate | 70.8% | 82.4%-11.5pp | 77.3%-6.4pp | 82.8%-12.0pp |
| Annual return | 16.84% | 43.03%-26.2pp | 40.50%-23.7pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,305 | $5,195-74.9% | $4,182-68.8% | $4,876-73.2% |
| Participant deferral / active EE | $6,554 | $5,834+12.3% | $5,045+29.9% | $5,439+20.5% |
| Admin fee / account holder | $5,055 | $10,275-50.8% | $8,159-38.0% | $10,885-53.6% |