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 | $110,803 | $91,552+21.0% | $133,956-17.3% | $79,858+38.8% |
| Participation rate | 71.6% | 73.3%-1.7pp | 79.8%-8.2pp | 69.6%+2.0pp |
| Annual return | 15.38% | 61.85%-46.5pp | 45.09%-29.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,938 | $2,384-18.7% | $3,919-50.5% | $2,471-21.6% |
| Participant deferral / active EE | $3,471 | $3,733-7.0% | $5,048-31.2% | $3,740-7.2% |
| Admin fee / account holder | $4,036 | $6,321-36.2% | $8,927-54.8% | $5,306-23.9% |