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 | $154,292 | $197,591-21.9% | $177,821-13.2% | $158,922-2.9% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.7%-2.7pp | 82.0%+3.0pp |
| Annual return | 6.95% | 58.76%-51.8pp | 48.32%-41.4pp | 302.83%-295.9pp |
| Employer contribution / active EE | $2,915 | $6,697-56.5% | $5,918-50.7% | $4,761-38.8% |
| Participant deferral / active EE | $4,754 | $8,405-43.4% | $7,714-38.4% | $5,982-20.5% |
| Admin fee / account holder | $12,101 | $15,399-21.4% | $12,427-2.6% | $11,246+7.6% |