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 | $115,034 | $214,378-46.3% | $200,582-42.6% | $142,382-19.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 16.55% | 46.41%-29.9pp | 42.33%-25.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,520 | $6,841-48.5% | $6,419-45.2% | $4,299-18.1% |
| Participant deferral / active EE | $6,968 | $9,865-29.4% | $9,331-25.3% | $6,507+7.1% |
| Admin fee / account holder | $2,699 | $17,692-84.7% | $16,305-83.4% | $12,624-78.6% |