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 | $120,628 | $159,901-24.6% | $146,958-17.9% | $145,922-17.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 14.67% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,991 | $5,286-62.3% | $4,933-59.6% | $4,660-57.3% |
| Participant deferral / active EE | $5,568 | $8,428-33.9% | $8,070-31.0% | $6,688-16.7% |
| Admin fee / account holder | $2,906 | $15,044-80.7% | $12,998-77.6% | $13,397-78.3% |