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 | $88,512 | $228,332-61.2% | $185,823-52.4% | $158,922-44.3% |
| Participation rate | 94.1% | 82.3%+11.8pp | 78.0%+16.1pp | 82.0%+12.2pp |
| Annual return | 17.35% | 40.80%-23.4pp | 35.95%-18.6pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,192 | $4,967-35.7% | $4,087-21.9% | $4,761-33.0% |
| Participant deferral / active EE | $6,330 | $6,415-1.3% | $5,632+12.4% | $5,982+5.8% |
| Admin fee / account holder | $13,228 | $11,864+11.5% | $9,500+39.2% | $11,246+17.6% |