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 | $107,633 | $154,117-30.2% | $129,995-17.2% | $139,434-22.8% |
| Participation rate | 76.5% | 82.0%-5.5pp | 78.5%-2.0pp | 80.3%-3.8pp |
| Annual return | 12.56% | 32.48%-19.9pp | -137.18%+149.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $4,784 | $5,289-9.5% | $4,320+10.8% | $4,751+0.7% |
| Participant deferral / active EE | $5,226 | $6,710-22.1% | $5,820-10.2% | $6,710-22.1% |
| Admin fee / account holder | $5,070 | $14,007-63.8% | $10,614-52.2% | $11,403-55.5% |