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 | $116,982 | $214,378-45.4% | $200,582-41.7% | $142,382-17.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 16.58% | 46.41%-29.8pp | 42.33%-25.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,525 | $6,841-48.5% | $6,419-45.1% | $4,299-18.0% |
| Participant deferral / active EE | $7,194 | $9,865-27.1% | $9,331-22.9% | $6,507+10.6% |
| Admin fee / account holder | $2,630 | $17,692-85.1% | $16,305-83.9% | $12,624-79.2% |