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 | $121,716 | $197,591-38.4% | $177,821-31.6% | $158,922-23.4% |
| Participation rate | 86.4% | 88.5%-2.2pp | 87.7%-1.4pp | 82.0%+4.4pp |
| Annual return | 20.66% | 58.76%-38.1pp | 48.32%-27.7pp | 302.83%-282.2pp |
| Employer contribution / active EE | $1,701 | $6,697-74.6% | $5,918-71.3% | $4,761-64.3% |
| Participant deferral / active EE | $3,432 | $8,405-59.2% | $7,714-55.5% | $5,982-42.6% |
| Admin fee / account holder | $719 | $15,399-95.3% | $12,427-94.2% | $11,246-93.6% |