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 | $121,801 | $107,334+13.5% | $92,893+31.1% | $152,861-20.3% |
| Participation rate | 72.2% | 79.8%-7.6pp | 76.0%-3.8pp | 82.4%-10.2pp |
| Annual return | 23.61% | 145.58%-122.0pp | 109.41%-85.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,431 | $4,221-66.1% | $3,653-60.8% | $4,762-70.0% |
| Participant deferral / active EE | $3,584 | $4,845-26.0% | $4,236-15.4% | $5,850-38.7% |
| Admin fee / account holder | $3,757 | $7,079-46.9% | $5,794-35.2% | $11,596-67.6% |