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 3-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 | $107,209 | $214,378-50.0% | $200,582-46.6% | $142,382-24.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 43.77% | 46.41%-2.6pp | 42.33%+1.4pp | 217.08%-173.3pp |
| Employer contribution / active EE | $4,149 | $6,841-39.4% | $6,419-35.4% | $4,299-3.5% |
| Participant deferral / active EE | $11,924 | $9,865+20.9% | $9,331+27.8% | $6,507+83.2% |
| Admin fee / account holder | $10,530 | $17,692-40.5% | $16,305-35.4% | $12,624-16.6% |