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 | $106,447 | $165,984-35.9% | $164,813-35.4% | $145,922-27.1% |
| Participation rate | 78.9% | 82.0%-3.1pp | 78.6%+0.3pp | 80.3%-1.3pp |
| Annual return | 11.93% | 100.03%-88.1pp | 69.93%-58.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,785 | $5,273-47.2% | $4,341-35.8% | $4,660-40.2% |
| Participant deferral / active EE | $4,511 | $6,959-35.2% | $6,031-25.2% | $6,688-32.5% |
| Admin fee / account holder | $8,476 | $16,648-49.1% | $12,690-33.2% | $13,397-36.7% |