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 | $64,915 | $177,572-63.4% | $154,803-58.1% | $142,382-54.4% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.1%+0.9pp | 80.1%-1.2pp |
| Annual return | 11.63% | 65.07%-53.4pp | 58.88%-47.3pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,389 | $4,810-8.8% | $4,305+2.0% | $4,299+2.1% |
| Participant deferral / active EE | $5,193 | $6,272-17.2% | $5,540-6.3% | $6,507-20.2% |
| Admin fee / account holder | $30,893 | $16,786+84.0% | $14,329+115.6% | $12,624+144.7% |