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 | $120,974 | $197,591-38.8% | $177,821-32.0% | $158,922-23.9% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.7%-3.1pp | 82.0%+2.7pp |
| Annual return | 26.29% | 58.76%-32.5pp | 48.32%-22.0pp | 302.83%-276.5pp |
| Employer contribution / active EE | $2,564 | $6,697-61.7% | $5,918-56.7% | $4,761-46.1% |
| Participant deferral / active EE | $8,112 | $8,405-3.5% | $7,714+5.2% | $5,982+35.6% |
| Admin fee / account holder | $6,372 | $15,399-58.6% | $12,427-48.7% | $11,246-43.3% |