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 | $98,851 | $209,411-52.8% | $178,490-44.6% | $158,922-37.8% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 15.61% | 188.75%-173.1pp | 151.07%-135.5pp | 302.83%-287.2pp |
| Employer contribution / active EE | $3,673 | $5,706-35.6% | $5,011-26.7% | $4,761-22.8% |
| Participant deferral / active EE | $6,274 | $5,954+5.4% | $5,202+20.6% | $5,982+4.9% |
| Admin fee / account holder | $1,663 | $17,074-90.3% | $13,984-88.1% | $11,246-85.2% |