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 | $104,450 | $162,781-35.8% | $133,956-22.0% | $158,922-34.3% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 22.93% | 41.94%-19.0pp | 45.09%-22.2pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,860 | $4,975-62.6% | $3,919-52.5% | $4,761-60.9% |
| Participant deferral / active EE | $3,983 | $5,911-32.6% | $5,048-21.1% | $5,982-33.4% |
| Admin fee / account holder | $678 | $11,736-94.2% | $8,927-92.4% | $11,246-94.0% |