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 | $117,796 | $152,587-22.8% | $125,175-5.9% | $152,861-22.9% |
| Participation rate | 73.3% | 83.3%-10.0pp | 79.8%-6.4pp | 82.4%-9.1pp |
| Annual return | 23.88% | 54.84%-31.0pp | 43.79%-19.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,628 | $4,946-46.9% | $3,865-32.0% | $4,762-44.8% |
| Participant deferral / active EE | $4,784 | $5,868-18.5% | $4,937-3.1% | $5,850-18.2% |
| Admin fee / account holder | $1,430 | $13,434-89.4% | $9,702-85.3% | $11,596-87.7% |