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 | $104,836 | $124,319-15.7% | $111,297-5.8% | $167,490-37.4% |
| Participation rate | 81.3% | 79.6%+1.6pp | 77.3%+3.9pp | 82.1%-0.9pp |
| Annual return | 13.65% | 37.44%-23.8pp | 54.65%-41.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,720 | $3,435-49.9% | $2,731-37.0% | $4,837-64.4% |
| Participant deferral / active EE | $2,938 | $5,180-43.3% | $4,487-34.5% | $6,341-53.7% |
| Admin fee / account holder | $5,277 | $10,618-50.3% | $7,964-33.7% | $12,309-57.1% |