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 | $106,199 | $228,332-53.5% | $185,823-42.8% | $158,922-33.2% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 26.89% | 40.80%-13.9pp | 35.95%-9.1pp | 302.83%-275.9pp |
| Employer contribution / active EE | $1,928 | $4,967-61.2% | $4,087-52.8% | $4,761-59.5% |
| Participant deferral / active EE | $2,208 | $6,415-65.6% | $5,632-60.8% | $5,982-63.1% |
| Admin fee / account holder | $4,904 | $11,864-58.7% | $9,500-48.4% | $11,246-56.4% |