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 | $107,623 | $148,534-27.5% | $135,903-20.8% | $139,434-22.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 17.72% | 79.19%-61.5pp | 68.23%-50.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,388 | $5,243-73.5% | $4,856-71.4% | $4,751-70.8% |
| Participant deferral / active EE | $6,428 | $8,100-20.6% | $7,758-17.1% | $6,710-4.2% |
| Admin fee / account holder | $22,367 | $12,400+80.4% | $10,762+107.8% | $11,403+96.2% |