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 | $66,843 | $166,020-59.7% | $164,866-59.5% | $145,959-54.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 14.55% | 100.08%-85.5pp | 69.97%-55.4pp | 561.95%-547.4pp |
| Employer contribution / active EE | $3,704 | $5,275-29.8% | $4,343-14.7% | $4,661-20.5% |
| Participant deferral / active EE | $2,818 | $6,961-59.5% | $6,033-53.3% | $6,689-57.9% |
| Admin fee / account holder | $9,988 | $16,644-40.0% | $12,689-21.3% | $13,398-25.4% |