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 | $109,834 | $152,587-28.0% | $125,175-12.3% | $152,861-28.1% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 27.57% | 54.84%-27.3pp | 43.79%-16.2pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,577 | $4,946-68.1% | $3,865-59.2% | $4,762-66.9% |
| Participant deferral / active EE | $3,229 | $5,868-45.0% | $4,937-34.6% | $5,850-44.8% |
| Admin fee / account holder | $6,063 | $13,434-54.9% | $9,702-37.5% | $11,596-47.7% |