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 | $104,091 | $198,466-47.6% | $170,442-38.9% | $147,584-29.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 15.03% | 257.29%-242.3pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,223 | $6,184-64.0% | $5,433-59.1% | $4,876-54.4% |
| Participant deferral / active EE | $5,014 | $5,629-10.9% | $4,939+1.5% | $5,439-7.8% |
| Admin fee / account holder | $7,817 | $16,852-53.6% | $13,880-43.7% | $10,885-28.2% |