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 | $114,072 | $228,332-50.0% | $185,823-38.6% | $158,922-28.2% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 18.56% | 40.80%-22.2pp | 35.95%-17.4pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,026 | $4,967-59.2% | $4,087-50.4% | $4,761-57.5% |
| Participant deferral / active EE | $2,887 | $6,415-55.0% | $5,632-48.7% | $5,982-51.7% |
| Admin fee / account holder | $973 | $11,864-91.8% | $9,500-89.8% | $11,246-91.3% |