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 | $110,553 | $162,781-32.1% | $133,956-17.5% | $158,922-30.4% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 10.04% | 41.94%-31.9pp | 45.09%-35.1pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,765 | $4,975-64.5% | $3,919-54.9% | $4,761-62.9% |
| Participant deferral / active EE | $3,678 | $5,911-37.8% | $5,048-27.1% | $5,982-38.5% |
| Admin fee / account holder | $5,756 | $11,736-51.0% | $8,927-35.5% | $11,246-48.8% |