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 | $125,232 | $197,591-36.6% | $177,821-29.6% | $158,922-21.2% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.7%+8.1pp | 82.0%+13.9pp |
| Annual return | 13.05% | 58.76%-45.7pp | 48.32%-35.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,865 | $6,697-57.2% | $5,918-51.6% | $4,761-39.8% |
| Participant deferral / active EE | $5,085 | $8,405-39.5% | $7,714-34.1% | $5,982-15.0% |
| Admin fee / account holder | $4,205 | $15,399-72.7% | $12,427-66.2% | $11,246-62.6% |