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 | $80,994 | $100,970-19.8% | $96,576-16.1% | $137,256-41.0% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 19.39% | 38.16%-18.8pp | 38.47%-19.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,618 | $3,809-31.3% | $3,553-26.3% | $4,156-37.0% |
| Participant deferral / active EE | $5,047 | $8,286-39.1% | $7,956-36.6% | $6,407-21.2% |
| Admin fee / account holder | $386 | $11,312-96.6% | $11,381-96.6% | $12,270-96.9% |