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 | $81,367 | $98,240-17.2% | $82,313-1.1% | $147,584-44.9% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 18.79% | 30.85%-12.1pp | 25.88%-7.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,662 | $3,192-16.6% | $2,428+9.6% | $4,876-45.4% |
| Participant deferral / active EE | $3,948 | $4,383-9.9% | $3,706+6.5% | $5,439-27.4% |
| Admin fee / account holder | $5,285 | $8,563-38.3% | $5,608-5.8% | $10,885-51.5% |