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 | $107,568 | $198,466-45.8% | $170,442-36.9% | $147,584-27.1% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 14.21% | 257.29%-243.1pp | 205.93%-191.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,955 | $6,184-68.4% | $5,433-64.0% | $4,876-59.9% |
| Participant deferral / active EE | $3,871 | $5,629-31.2% | $4,939-21.6% | $5,439-28.8% |
| Admin fee / account holder | $6,216 | $16,852-63.1% | $13,880-55.2% | $10,885-42.9% |