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 | $135,726 | $183,519-26.0% | $155,509-12.7% | $145,922-7.0% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 15.24% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,212 | $5,313-58.4% | $4,672-52.7% | $4,660-52.5% |
| Participant deferral / active EE | $3,841 | $6,462-40.6% | $5,626-31.7% | $6,688-42.6% |
| Admin fee / account holder | $4,496 | $19,313-76.7% | $15,912-71.7% | $13,397-66.4% |