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 6-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 | $113,527 | $165,984-31.6% | $164,813-31.1% | $145,922-22.2% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 12.66% | 100.03%-87.4pp | 69.93%-57.3pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,123 | $5,273-59.7% | $4,341-51.1% | $4,660-54.4% |
| Participant deferral / active EE | $3,377 | $6,959-51.5% | $6,031-44.0% | $6,688-49.5% |
| Admin fee / account holder | $9,761 | $16,648-41.4% | $12,690-23.1% | $13,397-27.1% |