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 | $111,297 | $154,117-27.8% | $129,995-14.4% | $139,434-20.2% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 14.22% | 32.48%-18.3pp | -137.18%+151.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,236 | $5,289-76.6% | $4,320-71.4% | $4,751-74.0% |
| Participant deferral / active EE | $4,235 | $6,710-36.9% | $5,820-27.2% | $6,710-36.9% |
| Admin fee / account holder | $1,708 | $14,007-87.8% | $10,614-83.9% | $11,403-85.0% |