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 | $95,137 | $106,515-10.7% | $96,683-1.6% | $139,434-31.8% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 28.70% | 38.43%-9.7pp | 35.69%-7.0pp | 372.94%-344.2pp |
| Employer contribution / active EE | $5,250 | $4,103+28.0% | $3,737+40.5% | $4,751+10.5% |
| Participant deferral / active EE | $9,616 | $5,454+76.3% | $4,878+97.1% | $6,710+43.3% |
| Admin fee / account holder | $925 | $7,877-88.3% | $6,730-86.2% | $11,403-91.9% |