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 | $104,402 | $149,679-30.2% | $117,039-10.8% | $147,584-29.3% |
| Participation rate | 71.4% | 83.5%-12.1pp | 77.2%-5.8pp | 82.8%-11.4pp |
| Annual return | 14.72% | 19.31%-4.6pp | 18.95%-4.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,186 | $4,937-55.7% | $3,785-42.2% | $4,876-55.2% |
| Participant deferral / active EE | $3,269 | $4,912-33.4% | $3,929-16.8% | $5,439-39.9% |
| Admin fee / account holder | $3,804 | $7,856-51.6% | $5,974-36.3% | $10,885-65.1% |