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 | $103,592 | $148,534-30.3% | $135,903-23.8% | $139,434-25.7% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | 14.08% | 79.19%-65.1pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,470 | $5,243-52.9% | $4,856-49.1% | $4,751-48.0% |
| Participant deferral / active EE | $6,882 | $8,100-15.0% | $7,758-11.3% | $6,710+2.6% |
| Admin fee / account holder | $3,137 | $12,400-74.7% | $10,762-70.8% | $11,403-72.5% |