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 | $111,045 | $154,117-27.9% | $129,995-14.6% | $139,434-20.4% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.5%-2.3pp | 80.3%-4.1pp |
| Annual return | 15.44% | 32.48%-17.0pp | -137.18%+152.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,677 | $5,289-68.3% | $4,320-61.2% | $4,751-64.7% |
| Participant deferral / active EE | $5,373 | $6,710-19.9% | $5,820-7.7% | $6,710-19.9% |
| Admin fee / account holder | $3,200 | $14,007-77.2% | $10,614-69.8% | $11,403-71.9% |