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 | $99,509 | $154,117-35.4% | $129,995-23.5% | $139,434-28.6% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.5%+8.2pp | 80.3%+6.3pp |
| Annual return | 17.38% | 32.48%-15.1pp | -137.18%+154.6pp | 372.94%-355.6pp |
| Employer contribution / active EE | $5,486 | $5,289+3.7% | $4,320+27.0% | $4,751+15.5% |
| Participant deferral / active EE | $9,036 | $6,710+34.7% | $5,820+55.3% | $6,710+34.7% |
| Admin fee / account holder | $1,956 | $14,007-86.0% | $10,614-81.6% | $11,403-82.8% |